We are going to talk about the UNO™ reverse card funding option that not many folks know much about - reverse mortgages. We'll cover how you can use them, laws that cover them, and then give several real-world examples to make some of the jargon and legalese make a bit more sense.

With the holidays quickly approaching, we wanted to share some helpful info on what tax preparer and accountants mean when they say "gift tax." It's not a tax you have to pay every time you buy or give a gift. It is a tax on financial gifts.

A little over one year after our initial Helpful Info article on the pitfalls of using tax advise from social media, we continue to get tons of questions on "tax topics" that people see on popular social media platforms. We figured an updated article on the topic couldn't help. Just in case you didn't see our last article (or TL:DR), here's the quick version of that article -- don't take tax advise from social media...period.

The IRS has issued final regulations addressing several SECURE 2.0 Act provisions relating to catch-up contributions. (Catch-up contributions are additional contributions under a 401(k) or similar workplace retirement plan for employees age 50 or older.) In this Helpful Info article, we're going to explain the final regulation and how it impacts the average taxpayer.