Personal Planning Ideas
Late on Tuesday, December 16, Congress passed the extenders bill that includes a renewal, for 2014 only, of the IRA charitable rollover provision . . . more
Here We Go Again
For the second year in a row, the status of tax-free transfers from IRAs to charities is in doubt . . . more
Gift Ideas for Early in the Year
Transferring income-producing assets from someone in a high tax bracket to a recipient in a low bracket may save income taxes . . . more
Weathering the Ups and Downs
Recent fluctuations in the stock market may be a signal to re-evaluate your portfolio . . . more
Make 2015 the Year to Save
The maximum amount that can be contributed to 401(k) plans has increased, from $17,500 in 2014 to $18,000 in 2015 . . . more
Got New Stuff? Review Your Insurance
That flat screen TV that you bought on Black Friday, the diamond bracelet Grandma recently gave you or the new computer you just bought for your son in high school . . . more
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December 2014 Archive
• Reunited at Last
• Beware of Deadlines
• Add to Your New Year’s Resolutions
• Insuring Your Legacy
November 2014 Archive
• When to Take Distributions?
• Motivations for Giving
• Don’t Sweat the Market Drop
• Wealth Transfer Tsunami Ahead?
October 2014 Archive
• Many Ways to Give It Away
• Teaching Life Lessons
• Squeezing Cash from Collectibles
• Keep Living Trusts Alive
September 2014 Archive
• Take a "Selfie" of Your Home
• When a Family Member Needs Extra Help
• Are You Ready for Retirement?
• Raising Philanthropic Children and Grandchildren
August 2014 Archive
• Will the Bubble Burst?
• Building a Better Society through Your Living Trust
• Where to Begin?
• Rating Your Risk Tolerance
July 2014 Archive
• Too Young for Estate Planning?
• Assisting Others with Charitable Gift Annuities
• Estate Plans of the Rich and Famous
• Which Investments to Spend, Which to Leave Behind?