Blog posts by Rodgers & Associates on tax policy, tax law, tax planning, the IRS, and related topics.
If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.
There is a way to receive a partial deduction for money that will eventually go to your children.
It’s a great place to retire, but can be an expensive place to have an estate.
Taxpayers in the highest tax bracket should take a long-term view of tax planning. This method can help lower long-term tax liabilities.
Why naming your Estate as your IRA Beneficiary may not be a good choice.
Ways investors can save money on taxes.
It doesn’t mean you missed something when you filed your taxes.
Your after-tax savings also offers tax advantages and other important benefits you may not be thinking about.
The answer ultimately depends on how the management fees are being paid.