Articles, guidance, and commentary on topics with everyday impacts for Roni's clients.
Roni's articles, presentations and reels on various topics are provided merely as general educational material and do not constitute legal advice. The URL links to other articles or topics included in this library are not to be considered an endorsement of the author or material. They are offered to introduce or describe concepts that are impactful for business owners, retired persons, or estate planning clients.
Foundational Concepts of Estate Planning
Silence Is Golden But It Hurts Your Heirs more than You Think - Kiplinger https://apple.news/AAp-rfbzITymLB3oqIZT8tw
What Really Happens in the First 30 Days After Someone Dies - Kiplinger https://apple.news/AOhRdajFpTbOeSIXg4qjAsg
Three Ways to Give to Your Kids Tax-Free While You’re Still Alive - Kiplinger
https://apple.news/A9RqyxierSFS2J77QdoPSpQ
Don’t Let Your Estate Plan Slip – Beneficiary Designations - The Street https://apple.news/AM8XB5M59QCOFMSQqe4Gw5Q
Boomers are planning their succession. Here’s the hardest question they face, according to a veteran
generational wealth expert -
FORTUNE
https://apple.news/Af1iVdwBhQNiH7MbmW-ghaQ
Retirement Income Planning, Medicare, Social Security
Inherited an IRA? Don’t Fall Into the 10-year Tax Trap - Kiplinger https://apple.news/AqRZxscanQYC0jVApFUqUUg
Here’s What Happens to your HSA When You Go On Medicare - Market Watch https://apple.news/ANUgHg9aKSIujQOSO-udGmg
I missed the 2-Year IRMAA Rule. Now, my Medicare costs are skyrocketing. What are my options? - Kiplinger
https://apple.news/AjV2Zxgg0SMOAew-ry8U10g
Taking Medicare While Working Comes with Unexpected Complications - The Street https://apple.news/AC1gLpSl8RKy3GAx-lYmw8Q
Charitable and other Income-Tax Sensitive Planning
Equity Compensation Guide: RSUs, Stock Options and ESPPs - Peak Asset Mgmt https://peakam.com/equity-compensation-guide-rsus-stock-options-espps/
Even in the Age of the Extra Large Standard Deduction, Get the Max Impact from Charitable Contributions -
Veronica Jarnagin, Atty
https://www.linkedin.com/pulse/max-income-tax-impact-your-charitable-contributions-veronica-jarnagin-curec/
Clearing Up Confusion on Qualified Charitable Distributions - Morningstar https://apple.news/AACBQeDhlTAGTWWDBKFXRnQ
Five Strategies to Prevent Regret After Your RSUs Vest - Kiplinger
https://apple.news/AqgBF0UNKRbGOakEPYkxWpA
How to Name a Charity as Your IRA Beneficiary - Morningstar. https://apple.news/AC1gLpSl8RKy3GAx-lYmw8Q
Wealth Preservation
Even in the Age of the Extra Large Standard Deduction, Get the Max Impact from Charitable
Contributions - Veronica Jarnagin, Atty
https://www.linkedin.com/pulse/max-income-tax-impact-your-charitable-contributions-veronica-jarnagin-curec/
Why Parents Are Opening Roth IRAs for 8-Year-Olds - Go Banking https://apple.news/AHpE7SHnnQcq_Lv0eYXOdcA
Reduced paid-up life insurance - Bankrate
https://apple.news/AIpxKHr62Saqem57bRBV7pw
Business Sales & Succession
How to create a successful financial plan for small businesses - Bankrate
https://apple.news/AqJFAl9BVQACuYlAsvUldCw
Three Estate Planning Documents a Business Can’t Afford to Skip - Kiplinger https://www.kiplinger.com/business/small-business/estate-planning-documents-for-business-owners
When Starting a Business, the End Is a Very Good Place to Start - Kiplinger https://www.kiplinger.com/business/how-to-start-a-business/when-starting-a-business-consider-the-end
What Retirees Need To Know While Filing Taxes for Income From Rental Properties - GOBankingRates
https://apple.news/A_iBUfSjcQqyESazOqvi_kg
Business General
Tax Deduction A Business Owners Won’t See From Their Financial Advisor - Forbes
https://apple.news/AkXhRIqoATJiJill6tQJXcg
Choice of Entity - Small Business Administration
https://www.sba.gov/business-guide/launch-your-business/choose-business-structure
Independent Contractor vs. Employee; A Business Owner's Guide
https://www.paychex.com/articles/hiring/independent-contractor-vs-employee