Personal Planning Ideas
Yours for the Asking
Say the word “free,” and most people are eager to take advantage of the offer. Federal law gives everyone the right to a free credit report annually from each of the three reporting services . . . more
Under current tax rules, a designated beneficiary who inherits an IRA can take required annual distributions over his or her lifetime, allowing income tax on the withdrawals to be spread out, possibly over decades . . . more
Weighing the Risks and Rewards of Investing
Every time you purchase stock or mutual fund shares, invest in a CD or deposit money in a savings account, you take a risk of some kind . . . more
Is It Time to Sell?
Stock prices have been climbing, prompting many investors to ask whether it’s time to sell . . . more
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June 2015 Archive
• Avoid the Rush; Start Planning for Year End Now
• Bring Your Living Trust to Life
• The Benefits of Nepotism
• Never Too Old to Learn New Tricks or Save Taxes
May 2015 Archive
• Know When to Hold ’Em
• Don’t "Misplace" Beneficiaries
• Prevent "Stale" Wills
• Keeping Loans in the Family
April 2015 Archive
• Who’s Getting Your Money?
• Surviving the Roller Coaster Ride
• Value Averaging: An Alternative to Dollar Cost Averaging
• What Lessons Can You Learn from Your Tax Return?
March 2015 Archive
• Making the Best of a Bad Situation
• Pay Yourself, Not the IRS
• Doing the Unexpected
• April 15: More Than Income Taxes
February 2015 Archive
• Estate Planning’s Extra Innings
• Time to Redeem?
• Important — But Random — Numbers for 2015
• Don’t Put Too Many Strings on Bequests
January 2015 Archive
• Here We Go Again
• Gift Ideas for Early in the Year
• Weathering the Ups and Downs
• Make 2015 the Year to Save
• Got New Stuff? Review Your Insurance
The materials contained on this website are intended only to show some ways by which you can make a charitable gift or bequest and thereby minimize federal tax liabilities, as authorized by the Internal Revenue Code. All examples are of a general nature only and should not be applied to your specific situation without first consulting your attorney or other advisers.