This week we finish up the principles for achieving financial independence (see Part 1 and Part 2). Most people will never achieve financial independence. According to the Social Security Administration,…
An investment option you may not have considered.
The IRS has tightened the rules for charitable giving over the past decade.
One hassle facing people as they begin retirement is making quarterly estimated tax payments.
The problem for upper income taxpayers is how to contribute to a Roth IRA with the income limits currently in place.
The payroll tax break was hotly debated early this year. Under the Middle Class Tax Relief and Job Creation Act of 2012, workers will continue to pay a lower social security…
All capital gains are reportable and subject to tax.
Be careful to avoid these withdrawal traps.
Previous posts in this series: Part 1, Part 2 I want to wrap up my series on leaving wealth to your heirs by looking at two more types of trusts. Leaving…
Which should you choose?
Your estate plan should include a provision to deal with Pennsylvania’s inheritance tax.
I was working with a client recently that wanted to establish a provision in his estate plan to provide for their grandchildren’s education. A large part of their net worth was in a Traditional IRA.…
Taking action in 2012 may minimize the impact of scheduled tax rate increases.
A balanced approach to tax planning will help make sure you pay as little as legally required.
It’s an opportunity to start saving for children while they are young.
How closed-end funds leverage long-term bonds to produce higher yields.
Once you’ve decided to give, 3 options to consider this year.
Approach with caution.
Your Key to a Tax-Efficient Income
The best place to retire is not necessarily the warmest.