What Is the Arizona Families Tax Rebate?

A guide to the one-time Arizona Families Tax Rebate, explaining how payments for taxpayers with dependents are determined based on prior state tax returns.

Can You Have a Pension and an Annuity?

Explore how employer-provided pensions and individual annuities can be combined to create a more comprehensive and layered retirement income strategy.

Can I Cash Out My 401k at Age 65?

Accessing your 401(k) at age 65 involves more than just filling out a form. Understand the financial outcomes and strategic implications before making a choice.

Can an Estate Be an S Corp Shareholder?

When an S corp owner passes away, their estate can hold the shares, but strict rules apply to the transfer. Learn how to navigate this process to preserve the S election.