by Kushner LaGraize, LLC | Oct 21, 2025
Final regulations released on increased catch-up contributions under SECURE 2.0 Category: The SECURE 2.0 Act made significant changes to retirement plan rules, including new requirements for catch-up contributions. While the law was passed several years ago, plan...
by Kushner LaGraize, LLC | Oct 21, 2025
A financial guide for heirs navigating inherited assets Category: Inheriting significant assets often comes at a time of grief and uncertainty. Beyond the emotional weight, the financial responsibilities can feel overwhelming, especially when the next steps...
by Kushner LaGraize, LLC | Oct 21, 2025
Inflation-adjusted tax provisions: 2026 updates Category: Every year, the government adjusts certain tax thresholds and deductions for inflation. These changes can have a significant impact on how individuals and businesses plan their finances. For the 2026 tax year,...
by Kushner LaGraize, LLC | Sep 23, 2025
Medicare: premiums, taxes, and surprise surcharges Category: Many people reach 65 expecting Medicare to replace their health insurance and ease budget pressures. But in reality, Medicare often adds a new layer of costs - monthly premiums, income-based surcharges, and...
by Kushner LaGraize, LLC | Aug 25, 2025
Tax traps for real estate investors and how to avoid them Category: If you’re investing in real estate, you’ve probably heard about different tax advantages that make the asset class more appealing. But what often gets left out of the conversation are the...
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