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 | 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
The other half of retirement planning: a framework for spending Category: Most people diligently plan the saving side of retirement - building a nest egg big enough to cover the bills, enjoy life, and leave something for the next generation, all while keeping taxes in...
by Kushner LaGraize, LLC | Aug 25, 2025
A tax-focused walk-through of the One Big Beautiful Bill Act Category: On July 4, 2025, the President signed the One Big Beautiful Bill Act (OBBBA), enacting legislation that adjusts large sections of the Internal Revenue Code and extends many tax provisions...
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...
Recent Comments