by Jim Schwartz, CFP®, RICP® | Jul 20, 2023 | Taxes & Tax Planning
No one likes to pay thousands of dollars in property taxes each year, especially when they don’t have to! Here in Arizona, qualified widows, widowers and disabled individuals can save up to $4,188 in annual property taxes through an exemption allowed in Arizona law....
by Jim Schwartz, CFP®, RICP® | Jan 12, 2020 | Financial Planning, Investments & Assets, Taxes & Tax Planning
The SECURE Act and its Impact on Widows and Widowers, Part I Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law December 20, 2019 by President Trump. The SECURE Act (“Act”) affects many and includes numerous provisions. In this...
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