Are Gifts to Children Tax-Deductible?
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.
PHASE 2 of the AGILE Retirement Journey
Preparing for retirement may be the single biggest financial challenge most people face. We’ll cover planning during phase two of your retirement journey on this edition of Project Wealth.
Should You Name Your Estate as Your IRA Beneficiary?
Why naming your Estate as your IRA Beneficiary may not be a good choice.
The Alternative Minimum Tax and Form 6251
Get familiar with the Alternative Minimum Tax and learn what triggers this part of the tax code.
Tax Planning for Retirement
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.
Should You Name Your Estate as Your IRA Beneficiary?
Why naming your Estate as your IRA Beneficiary may not be a good choice.
