Surprise! These Are Taxable!
Uncle Sam is one greedy relative. It’s bad enough that his bony hand is always in your pocket on payday, but it’s not just wages...
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Don’t Miss Out: The Most Overlooked Tax Deductions
No one wants to pay a nickel more than necessary in income tax. Therefore, it behooves us all to claim every single write-off...
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SECURE Act Went Live on Jan. 1 – Are You Prepared?
President Donald Trump just recently signed the Setting Every Community Up for Retirement Enhancement Act of 2019. The SECURE Act...
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SEC, FINRA Want ‘Good-Faith’ Compliance with Reg BI
Regulation Best Interest, or Reg BI for those more or less in the know, is ready to go live on 30 June. Anxiety surrounds the new...
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Checklist for Limiting Taxes on RMDs
At the age of 70½, senior citizens (we hope nobody objects to that moniker: we believe it’s a proud badge, well-earned) must begin...
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Reg BI Is Coming to Town: What Advisors Should Do
Regulation Best Interest: that’s it’s full proper name and you’d best make its intimate acquaintance. Implementation is still...
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E-Wills Are Now Ready for Prime Time
The idea seems so simple and in keeping with the times, but tradition and established legislation have prevented the broad legal...
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Rich are Rattled and Seeking Old-Fashioned Security
Rich are Rattled and Seeking Old-Fashioned Security Mayfair is one of the most elegant areas of London, and there you’ll find 46...
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Gift and Estate Tax Exclusion: Latest Regulation from the IRS
The Treasury Department and the IRS have issued final regulations recently. The final regs, Treasury Decision 9884, implement...
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Senate Proposal Could Make It Easier to Fund LTC Insurance
If Congress manages to pass a new bill, currently being worked up in the Senate, tax-and penalty-free withdrawals would be allowed...
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Tax Deferral: Sound Retirement Planning or Ticking Time Bomb?
Deferring taxes until retirement is an attractive planning strategy – consider the popularity of the 401(k) and you’ll see it. Our...
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Three Ways Life Insurance Can Help Your Estate Plan
Sometimes, life insurance can do more than protect your family in the event of your unexpected death. It can also help you in...
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Life Insurance – Now and Forever
The more things change, the more we’re stuck with the certainty of essential reality. While we live, we must provide for ourselves...
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Estate Planning and Divorce: The Smoothening Effect of Life Insurance
Is there anything that can assuage the pain of divorce? Not really – not anything that we could responsibly recommend. Beyond the...
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Ferreting Out Resources to Fund LT Care for Parents
You may have clients in a seemingly swimming situations: not so young anymore, but standing in a good light – a nice career...
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New House Bill Aims at Lower Exemption
There’s a new bill in the House taking aim at the wealthy. It’s called the 99.8% Act, and its objective is to lower the estate tax...
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