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The Early Baby Boomers- Their Long Final Act Begins

The baby boom generation (born from 1946 to 1964) is now entering retirement years, and the earliest members of this group are well into retirement, continuation of their careers in different ways, or encore careers. When...more

Why Estate Planning Is Still, And More Important Under New Tax Law

After much wrangling and dealmaking, both houses of Congress have passed bills making substantial changes to federal tax law. Although it's not entirely certain, it seems likely that there will shortly be agreement on a tax...more

The Tax Bill Cometh

It now seems more likely that a tax bill of some kind will be passed by Congress this year. One prominent DC tax lobbyist told me: "This is happening." Whether or not you agree with all of the provisions now being offered...more

IRS Announces 2018 Retirement Plan Numbers

The Internal Revenue Service has just announced the limits on retirement plan contributions and benefits for 2018. The limit on 401(k) contributions will be $18,500, an increase from $18,000 per year. The catch-up...more

Nonretirement as Retirement

A recent article in the New York Times describes some choices made by professionals of unique forms of retirement. Each of the individuals profiled in the article stopped what they had been doing for many years, but continued...more

8/9/2017  /  Retirement , Retirement Plan

Planning for Later Retirement Doesn't Always Work

Many people hope to make up for not saving enough for retirement by just saying: "I'll work past retirement age" or "I'll never retire". A recent report from the Employee Benefit Research Institute on its 2017 Retirement...more

6/7/2017  /  Retirement , Retirement Plan

How Leaders Shape Culture

St. Joseph's University's Initiative for Family Business and Entrepreneurship hosted business consultant Jeff Grimshaw at its Dine With The Dean breakfast meeting on Thursday, April 20. After remarks by the Dean, Joseph...more

4/24/2017  /  Family Businesses

Working During Later Years? Is It For Everyone?

No; of course not. Some people choose to continue to work full-time after reaching what many would consider retirement age, such as 65. And more than a few people have to work. But others look forward to the absence of daily...more

3/7/2017  /  Employee Benefits , Retirement

Retirement is a Stage of Life, and Not the End-Stage

There is so much being written about retirement these days, in large part because of the bulge of baby boomers now reaching and past retirement. My experience has been that many people fear retirement, because they think it's...more

2017 IRS Limits Announced for Benefits and Other Tax Provisions

Members of Saul Ewing’s Tax and Employee Benefits and Executive Compensation Practices have outlined the recently announced 2017 dollar limits on the Social Security Wage Base, compensation and deferrals for retirement plans,...more

Planning in an Age of Uncertainty

As we enter the beginning of a new administration in Washington, many provisons of federal law are being considered for possible changes. At this point (January 28, 2017) it's not possible to say what will be changed and...more

"Fasten Your Seat Belts. It's Going to Be a Bumpy Night."

In the classic Hollywood movie All About Eve, Bette Davis offered that advice to party-goers, and they were well-advised to heed it. The same advice applies as we begin a new year and the start of a Congressional session that...more

SJU Program: Educating and Engaging the Next Generation

The Initiative for Family Business and Entrepreneurship at St. Joseph University's Haub School of Business presented another interesting program for family businesses on October 27, 2016. The program, which was part of a...more

Social Security Increases for 2017

The Social Security Administration has announced changes for 2017. Social Security benefit payments will increase by .3% (3/10s of 1%) next year. The Social Security Wage Base, the amount of income subject to Social Security...more

When the Family Business is Beer

St. Joseph's University's Haub School of Business sponsors the Initiative for Family Business and Entrepreneurship, and I am honored to be a member of its Advisory Board. Yesterday, September 27, 2016, the Initiative...more

9/28/2016  /  Breweries , Family Businesses

Treasury Proposes Regulations That Will Limit Valuable Asset Transfer Techniques for Families

On August 2, 2016, the Internal Revenue Service released proposed regulations under section 2704 of the Internal Revenue Code, which could cause dramatic changes to valuation discounts - one of the most valuable transfer...more

ERISA self-insured health plan not required to cover same sex spouses

In Roe v. Empire Blue Cross Blue Shield, No. 12–cv–04788 (NSR), 58 EBC 1077, 2014 WL 1760343 (S.D. N.Y. May 1, 2014), the United States District Court for the Southern District of New York held a self-insured health plan that...more

Legal same-sex marriages to be recognized for federal tax purposes

A new federal policy will allow legally married same-sex couples to get the same federal tax benefits as married heterosexual couples. The policy applies even if the same-sex couple lives in a state that does not recognize...more

The Ubiquity of Retirement Planning

Advice on retirement planning is being offered by many entities and forms of media these days. Those of us in the early baby boom generation are bombarded by offers to have dinner and listen to lectures as to how to invest...more

The Seven Ages of Retirement

Important decisions in planning retirement income and expenses can be made at seven ages, and the decisions made at those ages can have a substantial effect on the quality of retirement....more

Retirement Planning is a Learning Process

Despite the extensive information available from many sources about retirement planning, many people remain puzzled and disconnected from that type of planning....more

The Problem With Retirement Plans

Over the past 30 years, a dramatic change has taken place in the use of retirement plans to help people save for their later years....more

Pennsylvania exempts qualified family-owned businesses from inheritance tax

Pennsylvania has enacted legislation that exempts certain family-owned business interests from its Inheritance Tax....more

7/17/2013  /  Exemptions , Family Businesses

What is a Social Media Will?

A government publication called the Consumer Action Handbook refers to the preparation of a social media will. Many people have online accounts of various types. What happens to them when you die?...more

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