How to Create a “Stretch” IRA Lifetime Income For Your Family While Also Benefiting Charity
IRA owners are seeking alternative ways to incorporate tax effective giving strategies into their estate plans. One way to maximize a gift to a beneficiary, while also benefiting a charity of choice, is by using a Charitable Remainder Trust (CRT).
Electing to roll over your 401(k) while keeping your company shares intact is allowed under the IRS’ net unrealized appreciation (NUA) rules.
Finding cash to bridge the gap.
What is the most efficient and least costly process to use your investment portfolio to access cash when you need it.
Tax-Free Planning for the Charitably Minded
Recent changes in tax laws have resulted in important provisions that have created unique and unprecedented opportunities for charitable minded investors.
Tax breaks for employers can help ease student debt.
The CARES Act, Section 2206 offers an opportunity that benefits both employees and employers. Until the end of this year, employers can pay up to $5,250 toward an employee’s student loans tax-free.
I recently received an e-mail from a client who found a new focus and clarity during his time of transition.
Will funds be there when you need them?
Today we are highlighting four timely topics related to 529 plans and the economic environment: time horizon, left-over 529 funds, tax considerations for college refunds and qualified apprenticeship training programs
Coronavirus Aid, Relief and Economic Security Act (CARES Act)
The Coronavirus Aid, Relief and Economic Security Act (CARES Act) that was passed March 27th, 2020 includes temporary, but meaningful, changes to laws relating to income planning for 2020.
As we have been advised to exercise our business continuity plan and work remotely, I am surprised by the ease and efficiencies we have uncovered while working together “apart.”
Before anyone makes sudden shifts in their asset allocation strategies based on recent market actions, we believe it is important to keep the following points in mind...