This month, my newsletter explores the following topics:
- 2022 tax year changes and key amounts
- When to update your wills or estate plans
- How much will home prices rise in 2022?
- How 401(k) rollovers work
I hope you’re enjoying spring. If you would like to discuss your finances, please contact me.
Tax Changes And Key Amounts For The 2022 Tax Year
Every year there’s a long list of tax changes that can affect your bottom line. Smart taxpayers will start planning for the 2022 tax year changes now.
When It Comes To A Will Or Estate Plan, Don’t Just Set It And Forget It
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
How Much Will Home Prices Continue To Rise In 2022?
It’s still a seller’s market, but higher mortgage rates will slow the torrid price increases. Know how to be a smart buyer or seller in these conditions.
401(k) Rollovers: 4 Options For An Old 401(k)
Key steps include initiating your rollover without incurring taxes and finding the right home for your money.
Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.
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2022-135934 Exp. 3/24