Retirement Archives - Page 7 of 10 - Milliken, Perkins & Brunelle

Take advantage of a “stepped-up basis” when you inherit property

Kevin / July 21, 2020

If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for […]

Kevin / June 23, 2020

As you may have heard, the Coronavirus Aid, Relief and Economic Security (CARES) Act allows “qualified” people to take certain

Kevin / June 9, 2020

If you’re age 65 and older, and you have basic Medicare insurance, you may need to pay additional premiums to

Kevin / June 2, 2020

It’s often difficult for married couples to save as much as they need for retirement when one spouse doesn’t work

Kevin / May 12, 2020

Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can

Kevin / April 28, 2020

The coronavirus (COVID-19) pandemic has caused the value of some retirement accounts to decrease because of the stock market downturn.

Kevin / April 7, 2020

As we all try to keep ourselves, our loved ones, and our communities safe from the coronavirus (COVID-19) pandemic, you

Kevin / February 4, 2020

If you’re getting ready to file your 2019 tax return, and your tax bill is higher than you’d like, there

Kevin / January 28, 2020

Right now, you may be more concerned about your 2019 tax bill than you are about your 2020 tax situation.

Kevin / January 7, 2020

If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed