06.12.2014
3 Policies That Might Influence Your Plans to Retire
There’s a flurry of activity in D.C. lately that might have an influence on your retirement plans. The proposed Obama budget has some important considerations …
3 Policies That Might Influence Your Plans to Retire
There’s a flurry of activity in D.C. lately that might have an influence on your retirement plans. The proposed Obama budget has some important considerations inside for IRAs and Social Security. To start with, the plan suggests “harmonizing” required minimum distribution rules making mandatory RMDs for Roth IRAs after the individual passes age 70 ½. As of now, Roth IRAs still offer unique benefits since they are not in line with other rules on RMDs in retirement accounts.
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06.11.2014
Buy-Sell Agreement Checklist
How do you know that your agreement is crafted properly? There are a few clues that should give you the peace of mind for what …
06.10.2014
Is There a New Paradigm in Estate Planning?
Although more and more people are realizing the importance of estate planning, it’s possible to overlook the opportunities and to walk away with very basic …
06.09.2014
Tips for Choosing a Trustee
Don’t overlook the importance of selecting a proper trustee for your estate planning. Regardless of the type of trust you are planning to use, you …
06.06.2014
Looking for a new charitable gifting idea? Try Bitcoins
The IRS is never too far behind the trend when it comes to new forms of tax revenue, and with their recent tax stipulations regarding …
06.05.2014
Inheritance Taxes and State Estate Taxes
On top of federal estate taxes to which your estate can be subject, you may also need to plan in advance for state estate and …
06.04.2014
Durable Powers of Attorney and FBAR
A new reference guide from the IRS has some guidelines for Reports of Foreign Bank and Financial Accounts (FBAR). There are several issues highlighted in …
06.03.2014
Time for New Jersey Residents to Reconsider the DING Trust
In light of today’s federal and state income tax environment, those living in high income tax states, like New Jersey, are always looking for options …
06.02.2014
Minimize Estate Taxes Through Gifting
Your estate planning goes farther than figuring out who should be named as a beneficiary and how much they should receive. Comprehensive planning also thinks …
05.30.2014
It’s not all about the cash: Passing on Wealth and Wisdom
It might feel overwhelming to put together your estate plan, but it’s a good tool for you as well as your children. Taking care of …
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