Taxes

Coronavirus Aid, Relief, and Economic Security (CARES) Act: A Summary

In response to the unfolding COVID-19 global pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2+ trillion…

Read More

CARES Act Waives Required Minimum Distributions (RMDs) from Retirement Accounts for 2020

Among the numerous provisions of the massive aid package, the Coronavirus Aid, Relief, and Economic Security Act or CARES Act,…

Read More

How to Minimize Taxes of Social Security Benefits

Many people are surprised to find out their Social Security income is subject to taxes in retirement. There are a…

Read More

Taxation Of Social Security Income

Most workers are well aware they pay Social Security taxes on their income throughout their career.  Both you and your…

Read More

PAUL STAIB EARNS RETIREMENT INCOME CERTIFIED PROFESSIONAL® (RICP®) DESIGNATION

Paul Staib, Principal of Staib Financial Planning, LLC, has earned the Retirement Income Certified Professional® (RICP®) professional designation from The…

Read More

Year-End Portfolio Checkup: 6 Tax-Smart Tips

With a few months remaining in the year, it’s a good time to review your financial plans and ensure you’re…

Read More