Blog - Rodgers & Associates
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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.

Prudent Withdrawal Rate

Rick Rodgers

Even if the proba­bility of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.

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.