Congress just handed high-income retirees an unusual gift: certainty. The One Big Beautiful Bill Act made today’s tax brackets permanent, and that changes how you should think about converting a traditional IRA to a Roth in 2026.
The second half of 2026 began with investors facing no shortage of uncertainty, from the Iran conflict and higher oil prices to ongoing questions surrounding potential payoffs from massive artificial intelligence (AI) investment.
Grief does not pause for paperwork. Within weeks of losing a spouse, forms arrive from banks, insurers, and the IRS, each one asking a question you may not be ready to answer.
A company you’ve never heard of goes public on a Tuesday morning, and by lunch the headlines are already calling it the trade of the decade. That’s the exact moment initial public offerings are built for, and it’s often the moment investors make their worst decisions.
Why doesn’t my portfolio own more artificial intelligence stocks, energy producers, or real estate funds, especially when these areas get so much attention?
Get your grills and beach chairs ready America because July 4th — and America’s 250th birthday — is fast approaching.
Your required minimum distribution (RMD) doesn’t ask what you need this year. Once you turn 73, the IRS sets the amount, and it lands on your tax return whether you spend it, reinvest it, or let it sit in a savings account.
Equity markets have continued their advance in recent weeks, with the S&P 500 near a record high following a rare nine-week winning streak on strong AI-driven earnings and prospects for an Iran agreement.
Investing can help to grow wealth. But selling investments, even very good ones, can trigger a tax bill that surprises people who weren’t expecting it.
If you’ve built a business or invested in one early on, you may have heard the term “Section 1202 stock” thrown around. But unless someone has walked you through what it actually means (and what it can do for your tax bill), it’s easy to overlook a valuable provision for small business owners and investors in the tax code.
Collecting Social Security is one of the great American benefits, but with the rise of 401(k)s, IRAs, and taxable investment accounts, it’s become a lot more complicated.
Irrevocable trusts have a bad reputation. Constricting, inflexible, and final are some of the thoughts that come to mind.
Imagine walking into a boardroom where everyone is focused on one goal: your financial success. That’s what you’ll find at Bernath & Rosenberg. Our team of over 100 specialists in accounting, tax and wealth management is here to offer personalized advice and support designed specifically for your unique circumstances. That means our priority isn’t showcasing what we have—it’s delivering precisely what you need.
