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Articles by Rodgers & Associates’ Advisers

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Are Gifts to Children Tax-Deductible?

Richard Elias

There is a way to get a partial deduction for money that will eventually go to your children. A chari­table lead annuity trust gifts money to a charity first, and then passes assets to your benefi­ciaries.

5 Steps to a Successful NUA transaction

Rick Rodgers

Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appre­ci­ation (NUA). How does…

What is The Widow’s Tax and How Will It Affect Me?

Patrick Carney

IRS tax code treats married people very differ­ently than single people. When a spouse dies, the surviving spouse may often face a drop in income and a hike in income taxes at the same time.

Understanding Your Annuity Payout Options

Lee Pelko

The maturity of the annuity at age 85 may actually be a gift to annuity owners to further contem­plate their exit strategy of this tax-deferred investment.