In August 1935, Franklin D. Roosevelt signed the Social Security Act into law, establishing a financial safety net for Americans in retirement. Since then, Social Security has evolved with adjustments like Cost-of-Living Adjustments (COLA) and the 1983 Social Security Amendments to accommodate changing demographics and economic conditions. These adjustments have led to larger distributions as... READ MORE

On December 23, 2022, Congress passed a new tax bill that will have a huge impact on Americans’ lives in the upcoming years. At WJ, we have been researching and clarifying all the new 92 provisions so we may continue to be a valuable resource to all our clients. Below is a list of key points we feel will have the biggest impact to our client’s lives. New Required Minimum Distribution Age If... READ MORE