Blog - Rodgers & Associates
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Articles by Rodgers & Associates’ Advisers

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The Importance of Reporting to Credit Agencies After Death

Richard Elias

It is the respon­si­bility of the surviving spouse or the estate’s executor to notify lenders on joint accounts, to close out accounts in the deceased’s name, and to notify the three major credit agencies.

What’s the Difference Between Premium Bonds and Discount Bonds?

Richard Elias

A premium bond has a coupon rate higher than the prevailing interest rate for that particular bond maturity and credit quality. A discount bond, in contrast, has a coupon rate lower than the prevailing interest rate for that particular bond maturity and credit quality.

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.

Tax Planning for Retirement

Richard Elias

Many retired workers find that there are little or no tax reduc­tions AFTER their working years. We’ll explain tax planning for retirement on this edition of Project Wealth.