Deadline looms on estate-tax option
The Tax Cuts and Jobs Act, which passed in 2017, temporarily doubled the estate-tax exemption starting in 2018. But the estate-tax provision of the TC&JA is scheduled to sunset at the end of 2025.
The Tax Cuts and Jobs Act, which passed in 2017, temporarily doubled the estate-tax exemption starting in 2018. But the estate-tax provision of the TC&JA is scheduled to sunset at the end of 2025.
There is still confusion about when you need to start your required minimum distributions, how they are calculated and how to take advantage of a tax-free distribution.
The vote puts Indiana on track to join several other states that have recently adopted financial literacy graduation requirements.
IBJ Podcast host Mason King calls on frequent guest Peter Dunn—aka Pete The Planner—to give listeners a pep talk, or at least some straight talk about what’s happening and what to expect. He hits the major topics from inflation to recession, as well as the strategies for riding out the latest fiscal downturn such as gas-tax holidays and Fed rate increases.
When the market does decide to get rocky once again, you need to think back to this very moment—the moment in which the S&P 500 has averaged over 10% during the last 15 years.
Once you’ve had this discussion with your financial planner and she’s able to confirm the viability of your retirement, on paper, it’s time for one last game of trial and error. However, this time around, we’re going to lower the stakes by installing a giant safety net.
Indianapolis Public Library system said it is seeking a new financing plan after costs grew beyond the budget cap of $12 million for each project.
Host Mason King and the folks in the Midtown Parents Facebook Group in Indianapolis have a lot of questions about money—specifically how they should be saving it for retirement and college.
Washington Prime Group, which filed for bankruptcy Sunday, said it may end up selling some or all of its properties as part of its restructuring. The company also owns several other local retail centers.
As host Mason King has experienced, figuring out what type of adviser you need and then which one to hire can be tough. So Peter “Pete the Planner” Dunn explains what to look for and how to choose.
Scott Jarred didn’t have big expectations for his first book, “FutureHack! How To Reach Your Full Financial Potential,” which he self-published this year. But it ended up on the top of The Wall Street Journal’s e-book non-fiction best-seller list.
The Capital Improvement Board of Marion County is working to balance its budget and rebuild its reserves after a year in which it fell $40 million into the red.
Economists thought economic turmoil caused by the COVID-19 pandemic would cause bankruptcy filings to surge. Instead, they’ve plummeted, which is forcing bankruptcy practitioners across the state to cut costs or find other work to fill the void.
Washington Prime Group, a Simon Property Group spinoff that owns several other local shopping centers, barely missed defaulting on a $23.2 million interest payment this week before securing a forbearance agreement that ends on March 31.
In this week’s podcast, Peter “Pete the Planner” Dunn says parents aren’t doing their adult kids any favors when they share details about their net worth or estate planning. In fact, doing so can cause far more problems than it solves.
Toledo-based Republic Development Corp. and Carmel-based J.C. Hart Co. plan to build a 219-unit apartment complex, a 295-space parking garage and 5,295 square feet of first-floor retail in Noblesville’s downtown, on the east bank of the White River.
Passenger traffic at the airport is expected to be 45% lower in 2020 than last year, but airport leaders say they are confident they can keep the organization’s finances stable.
Peter “Pete the Planner” Dunn breaks down the factors you must consider when building up your retirement nest egg.
Since January, no-touch payments have increased at 69% of retailers surveyed by the research firm Forrester on behalf of the National Retail Federation. And two-thirds of retailers surveyed now accept some form of no-touch payment.
We all know that restaurants have been devastated by the pandemic. Some have closed, and Pete predicts more are about to. He suggests determining how much you can afford to help and then spending that cash at two or three restaurants that are meaningful to you.