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Retirement options for a non working spouse

In many couples, there is one spouse that might not be working at a w2 job or being self-employed. The "non working" spouse is usually managing the household ensuring it runs smoothly, which can be a 24/7 job especially if there are children. In many of these cases, the "non working" spouse is supporting cost-saving

By |2025-01-11T19:15:13+00:00March 24th, 2025|Categories: Individuals|Tags: , , , , , , , , , , , |

What to know about Qualified Opportunity Zones

The Qualified Opportunity Zones (QOZs) were established at the Federal level in the Tax Cuts and Jobs Act of 2017. Note that there might be also Opportunity Zones at the State and Local level with different tax advantages, so do not mix them but you could take advantage of several of them. The QOZs were

By |2025-01-02T16:29:05+00:00March 17th, 2025|Categories: Business, Individuals|Tags: , , , , , , , , , |

Delaware EARNS – DE businesses required to register unless tax-qualified retirement plan in place

From mid October 2024, Delaware businesses with 5 or more employees will have to register by 10/15/24 in the Delaware EARNS (Expanding Access for Retirement and Necessary Saving) website. You could be exempt if you already offer a tax qualified retirement plan to the employees, such as 401k plan or similar. The employee can opt

By |2025-01-07T09:30:19+00:00September 16th, 2024|Categories: Business|Tags: , , , , , , , |
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