by Christine | Mar 19, 2014 | Charitable Giving, Individual Retirement Accounts (IRA), Required Minimum Distribution (RMD), Retirement |
You were so helpful to me in September, clarifying the IRA charitable contribution. Do you know if the government is instituting that same contribution this year? We are well into tax season and planning for the upcoming year. Are you keeping up with the tax laws? As...
by Christine | Sep 20, 2013 | Business Sale, Estate Planning, Retirement, Small Business |
Every year, I used to get together with a client who was a business owner, and every year I would ask him, “Bruce, have you told your guys that you want them to buy the business?” He had a plan that he would eventually sell his contracting business to his senior...
by Christine | Sep 18, 2013 | Elder Law, Estate Law, Foreign Retirement, Retirement, Retirement Abroad |
A U.S. tax crackdown is coming for foreign retirement plans. While many retirees choose to spend their golden years close to home, others are opting to spend their retirement abroad in a foreign country. Unfortunately, a “foreign” retirement may attract troubling...
by Christine | Sep 13, 2013 | Elder Law, Estate Law, Retirement, State Law |
If you're thinking of relocating, compare the taxes in potential retirement states to those in your current state. Wherever you retire, you may be eligible for senior-related breaks on retirement income, property taxes and sales taxes. Where do you want to spend...
by Christine | Sep 10, 2013 | Asset Protection, Divorce, Estate Law, Retirement |
… Men and women who find themselves suddenly single in midlife need to plan carefully and make thoughtful decisions about such things as how to divide up assets and the best ways to handle the money they’ll receive. Divorce is messy. Period. This is especially true...
by Christine | Sep 3, 2013 | Elder Law, Estate Law, Estate Planning, Individual Retirement Accounts (IRA), Retirement, Roth IRA |
Use this versatile account to get tax-free income and a whole lot more. If you are used to a traditional IRA, the Roth IRA may seem peculiar at first when it comes to retirement accounts. So here’s a brief refresher on all the perks of the esteemed Roth IRA. A recent...
