CRATs, CRUTs, and Charitable Annuities In our first gifting article, we discussed Using a Donor Advised Fund for Retirement Income Tax Planning and Legacy Goals. The Donor-advised fund is a great...
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09/28/17
07/27/17
Using a Donor Advised Fund for Retirement Income Tax Planning and Legacy Goals
Making the most of your resources Should you make a super-gift in retirement? With an immediate tax deduction and tax-free growth, a Donor-Advised Fund (DAF) may make sense for your retirement...
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06/01/17
Small Business Retirement Plans With Only One Participant
If you’re self-employed with no employees this isn’t the article for you! Check this piece on Solo 401k vs. SEP-IRA. For business owners or partners that wish to contribute to a...
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04/25/17
Come Sail Away to Retirement
How Much Money Do You Need to Quit and Sail Away? You wake up. Go to work. Get home. Repeat. Then add the stress of this past tax season, and it can start to feel like you’re stuck in a hamster...
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02/07/17
Common Myths of Whole Life Insurance
Have ever been told that a whole life insurance policy is the best investment you can make for your future? If so, you are in good company. Agents may push permanent policies because they get a...
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11/07/16
SEP IRA Vs. Solo 401k: Making the right choice for your future
You are not a financial expert, but you are expected to know the ins and outs of each product when they are presented before you to buy. For retirement, self-employed business owners generally have...
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