3 min read
Jeffrey Aron: Sep 23, 2025
IRA Beneficiary Choices Matter! Naming an IRA beneficiary might seem simple, but it can have major tax consequences for your heir. This article explains how different beneficiary types affect withdrawal timelines and taxes, and why even...
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4 min read
Jeffrey Aron: May 27, 2025
Life is a series of milestones. Some are joyous, like sending your kids off to college, while others, such as unexpected health challenges, can be...
3 min read
Jeffrey Aron: Jul 24, 2024
People committed to one another can work through minor disagreements over things like where to vacation, but financial conflicts can end...
4 min read
Jeffrey Aron: Mar 22, 2024
What's the most high-impact way you could use your wealth to help the people and things you love most, even after you're gone? That's the core...
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Jeffrey Aron: Nov 13, 2023
Gifting stocks can be a tax-advantaged strategy for offloading appreciated stocks, as well as a generous way to share your wealth with people and/or...
4 min read
Jeffrey Aron: Jun 05, 2023
There are many scenarios in which it may make sense to give away assets (stocks, bonds, mutual funds, etc.). Perhaps you are considering gifting...
5 min read
Jeffrey Aron: Dec 08, 2022
One of the fun things about having young kids in your life is getting to hear about future plans for their lives. One week someone might want to be a...
3 min read
Jeffrey Aron: Jun 23, 2022
Sometimes employee stock options are lucrative enough to finance early retirement. Other times, they end up being completely worthless—and it’s...
3 min read
Jeffrey Aron: May 12, 2022
With more than 4 percent of American children having a disability, millions of parents find themselves facing unexpected expenses related to their...