Blog - Rodgers & Associates

Articles by Rodgers & Associates’ Advisers

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Pennsylvania: Good State To Retire In, Bad State To Die In

Patrick Carney

While the federal estate tax (in its current form) is probably something that very few people will need to worry about, the inher­i­tance tax is really something that all Pennsyl­va­nians need to consider.

The Tax Advantages of Charitable Remainder Trusts

Rick Rodgers

What happens when you combine aging baby boomers and a stock market reaching all-time highs? A renewed interest in chari­table remainder trusts (CRT). The oldest of America’s 72 million baby boomers are…

Do You Still Need Your Trust?

Rick Rodgers

Many trusts were set up to protect wealth from estate taxes when the estate tax exemption was only $600,000. The American Taxpayer Relief Act of 2012 (ATRA12) increased the 2013…

9 Ways to Beat the Medicare Surtax — Part 2

Rick Rodgers

The year 2013 brought new taxes for upper income taxpayers as well as a return of the higher tax rates from 2001. The top tax rate on wage income can be…