In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
Financial planning is always challenging. Doctors already have a compressed career timeline and the recent global crisis just adds to the complexity.
Is your life insurance policy performing as well as it could be? Guest blogger Eryka Morehead explains some factors that could be undermining your policy’s performance.
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
