Alternatives to Stretch IRA Strategies
February 27, 2020
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The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their children.
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How Will the New SECURE Act Impact My IRAs and 401(k)?
January 29, 2020
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A new law could affect the IRAs and 401(k)s of millions of Americans in 2020.
What Happens to Death Tax Exemptions After 2025?
December 19, 2019
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Taxpayers can benefit from higher thresholds for U.S. estate and gift taxes, even if they don’t die until after the tax overhaul expires in 2026, the Internal Revenue Service said.
What Do I Need to Know About an ILIT (Irrevocable Life Insurance Trust)?
November 11, 2019
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An irrevocable life insurance trust (ILIT) is a structure that cannot in any way be rescinded, amended, or modified, after its initial creation.
Nothing is Certain but Death and Taxes
October 2, 2019
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Most of us have heard the quote from Benjamin Franklin, ‘In this world, nothing is certain except death and taxes.’
A Roadmap for the First Day of Your Retirement
August 14, 2019
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It is time to evaluate your options for how to use your time when you stop working.
What is the “Kiddie Tax”?
August 13, 2019
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Children and grandchildren inheriting traditional IRAs could quickly find themselves in the top 37% tax bracket, thanks to changes ushered in by the Tax Cuts and Jobs Act.
Can I Name a Trust as the Beneficiary of an IRA?
August 12, 2019
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When you set up an IRA with a brokerage, you’ll usually be asked to designate a beneficiary. This is where you would enter the trust as your beneficiary, should that be the option you choose.
Should I Roll A 401(k) into an Annuity?
July 29, 2019
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Many annuities cannot be passed on to a beneficiary; any money left in them when you die goes to the insurance company.
How Has the New Tax Reform Affected Charitable Giving?
July 15, 2019
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After years of strong growth, total charitable giving rose just 0.7% in 2018, according to a new report on philanthropy by Giving USA. When adjusted for inflation, total giving declined 1.7%.
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