Danziger & Markhoff LLP

09/03/2026

Seven Common Misconceptions About Retirement Planning.

Seven Common Misconceptions About Retirement Planning June 26, 2026 Share Squared Away Blog by Luke Delorme I recently met with a 71-year-old retiree who relies on Social Security for a sizable share of her retirement spending. She’s concerned about recent news that the Social Security retirement ...

08/31/2026

IRMAA: Will Your Retirement Income Increase Your Medicare Premiums?

High-income retirees often face unexpected Medicare surcharges...

Did you know that Medicare Premiums are income based? The more you make the more you pay. How to avoid IRMAA jacking up your Medicare premiums in retirement.

08/20/2026

These Are the Q2 Tax Moves Every Business Owner Should Be Making Now.

Business owners and the self-employed should be using April's tax return to spot missed opportunities...

Don't wait until Q4 to talk to your tax adviser or CPA. Business owners and the self-employed should be using April's tax return to shape the rest of the year.

08/20/2026

Congratulations to our team for their 2027 Best Lawyer recognition!

The Best Lawyers in America®
Harris E. Markhoff - Corporate Law, Trusts and Estates

The Best Lawyers in America®
Michael Markhoff - Trusts and Estates

The Best Lawyers in America®
Jay Fenster - Employee Benefits (ERISA) Law

The Best Lawyers in America®
Gary Sastow - Health Care Law

The Best Lawyers in America®
Christopher Miehl - Trusts and Estates

Best Lawyers: Ones to Watch® in America
Mathew Mattesi - Trusts and Estates

08/17/2026

The Exit Tax Trap: Why Business Owners Often Pay The Highest Price At The Moment Of Maximum Wealth

The planning window is the asset, and most owners let it expire.

08/11/2026

Before You Take Your 401(k) RMD This Year, Make Sure You Know This Medicare Cost

A married couple, ages 73 and 71, sitting on $1.8 million in a traditional 401(k). Social Security and a modest pension bring in about $80,000. The required minimum distribution this year adds roughly $68,000. Their modified adjusted gross income lands at $274,500. They just clipped the second IRMAA...

08/07/2026

How to Learn to Stop Worrying About the Gift Tax and Give Your Kids Money Already.

You have to let the IRS know about large gifts, but tax consequences aren't a concern for most families.

You have to let the IRS know about large gifts, but tax consequences aren't a concern for most families.

08/04/2026

The $1.5 Million 401(k) Tax Trap: How Bracket Smoothing Saves Retirees From 40% Effective Rates

A couple retires at 62 with $1.5 million split across two traditional 401(k) plans, no pension, and Social Security on hold until 70. They feel financially set. Eleven years later, required minimum distributions push them into the 22% federal bracket, drag 85% of their Social Security benefit into t...

07/28/2026

How to Manage Your Qualified Dividends in 2026

You're never going to avoid paying taxes completely, but knowing how to manage your dividend income can help reduce what you pay...

You're never going to avoid paying taxes completely, but knowing how to manage your dividend income can help reduce what you pay to Uncle Sam each year.

07/23/2026

A $2.5 Million 401(k) at 73 Can Still Cost You Six Figures Without These 3 Moves

Good 401(k) planning involves using these three plans to reduce how much taxes you pay on RMDs and withdrawals.