SML Planning Minute

Episode 208 - IRS provides relief to individuals who inherited traditional IRAs in 2020 or after and failed to take required minimum distributions.

Episode 207 - Next year’s 8.7% Cost of Live Adjustments (COLA) increase for Social Security and reduction in Medicare Part B premiums are welcome news. But how good is the news really?

Episode 206 - 2022 midterm elections are over and legislative gridlock will continue. That’s why it is important to plan for our future financial security against the unexpected.

Episode 205 - The holiday season is also the season of charitable giving which most people do through gifts of cash. But donating highly appreciated assets like publicly traded securities is much better.

Episode 204 - A holographic will is basically a handwritten document that could be someone’s last will and testament. But can an email also be a holographic will? The recent death of Anne Heche has raised this question.

Episode 203 - Congress is worried about Americans’ insufficient retirement savings and you should too. Various legislative proposals seek to address these concerns.

Episode 202 - IRS extends the deadline to file for portability of the estate tax exemption amount after the first spouse’s death.

Episode 201 - What do you do when you need cash in a hurry? A recent article came up with five options that you might not have thought of. We analyze them here.

Episode 200 - Life insurance is a critical part of any estate plan. But just having it is not enough; you need to get the details right. A recent article outlined 10 of the biggest mistakes people make when buying life insurance.

Episode 199 - If you’re a business owner, by now you’ve undoubtedly heard of the Great Resignation, sometimes known as the Great Reshuffling.