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.
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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%.
Stretch IRA May be Disappearing Soon
July 12, 2019
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If Congress gets its way, you’re going to lose the opportunity to help your children build wealth, and at the same time, they could end up in higher tax brackets for years.
What’s the Difference Between Capital Gains and a Dividend?
July 8, 2019
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Both capital gains and other investment income, such as dividend income, are a source of profit and have potential tax consequences.
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