Timothy P. McKee, CPA

10/21/2026

Where will it all go when you are gone?

They say you can't take it with you. What they mean is that when you die, you leave all your property behind.

Read more below.

They say you can't take it with you. What they mean is that when you die, you leave all your property behind. After your death, your property is divided into two general categories: (1) probate property and (2) nonprobate property. Probate property is all the property that is passed to your benefici...

10/20/2026

For retirement plan sponsors, benchmarking has become a familiar fiduciary exercise. However, in many cases, the process is still too narrow — focused on one line item, one provider quote, or one investment expense ratio.

10/19/2026

A 401(k) wraparound plan is a nonqualified deferred compensation (NQDC) plan that supplements or "wraps around" the already existing tax-qualified 401(k) plan that you offer to your employees. It also allows both you and your employees to make contributions that exceed the limits imposed on contribu...

10/16/2026

How well do you know the Roth 401(k) five-year rule? There are some twists you might not know.

Read more in this brief article.

Will your Roth 401(k) account distribution be tax-free? Make sure you understand the five-year rule.

10/15/2026

You may be able tap your retirement plan account while you're still working.

10/14/2026

A 403(b) plan is a popular type of retirement plan offered by public schools and tax-exempt employers.

10/13/2026

Repaying your student loans is serious business! The federal government offers a short grace period before your first payment is due, as well as flexible repayment plans beyond the standard 10-year repayment plan, including income-based plans, graduated plans, and extended plans.

10/09/2026

The FAFSA for the 2027-2028 school year opened on October 1. What do you need to know?

Mark your calendar: the FAFSA for the 2027-2028 school year opens on October 1.

10/08/2026

A money purchase plan is a type of defined-contribution plan that is similar to a profit-sharing plan, except that the contribution amounts are fixed rather than variable. Thus, employers are required to make annual contributions to each employee's account regardless of the company's profitability f

10/07/2026

Medical professionals may consider seeing a financial professional to ensure their finances receive proper care.