by oakcrestuser | Mar 21, 2023 | Personal Finance, Tax Planning
The reason withdrawals from a Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use these savings for anything other than retirement.1 Yet, policymakers...
by oakcrestuser | Mar 17, 2023 | Holiday
by oakcrestuser | Mar 14, 2023 | Business Planning
According to the Centers for Disease Control and Prevention, productivity losses linked to employees not showing up to work due to five risk factors— diabetes, smoking, high blood pressure, physical inactivity, and obesity— cost US employers $36.4 billion a year.1...
by oakcrestuser | Mar 9, 2023 | Insight - Newsletter
March 2023 – Newsletter – In this issue: SECURE Act 2.0: An Overview, TIPS for Inflation and A Brief History of Estate Taxes Read...
