by Emma Rhodes | Nov 6, 2024 | Uncategorized
After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets. The newly...
by Emma Rhodes | Oct 29, 2024 | Uncategorized
With the 2024 election quickly approaching, political ads and messages seeking donations are ramping up. Among the many debate topics are ways to support low- and middle-income citizens. For example, tax credits for working adults with children often take the...
by Emma Rhodes | Oct 8, 2024 | Uncategorized
Congratulations on the purchase of your new home! Whether this is your first home or you are upgrading or downsizing from your current home, the purchase of a home is a big event in your life. When major life events occur, it is important that you have a plan in place...
by Emma Rhodes | Oct 24, 2023 | Uncategorized
If you have recently inherited something, or are the executor of someone’s last will and testament, but you are unfamiliar with the process or what happens next, this video with Estate Attorney, Jackie Cara, helps explain it in a way that anyone can understand....
by Emma Rhodes | Aug 22, 2023 | Uncategorized
Did you know you can utilize reverse mortgage financing to purchase a new home? The Federal Housing Administration and the Housing of Urban Development made this financing available in 2008. The FHA and HUD implemented this program to eliminate the need for borrowers...
by Emma Rhodes | May 9, 2023 | Uncategorized
As parents, we all want the best for our children, and sending them off to college is a major milestone in their lives. While we tend to focus on their academic success and social life, it’s essential to also consider the legal and financial implications that...
