Yay or Nay to IRA?
IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional and Roth IRAs do have...
How would you like to take title?
Its a common question. Without a simple answer. How your assets are titled can make a drastic difference in how...
Duties of a Personal Representative
Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...
The Big Impact of Low Interest Rates
Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...
Qualified Charitable Distributions
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...
Highest Federal Income Tax Rate
Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate was 94% in 1944. #TuesdayTip...
Highest Federal Income Tax Rate
Do you know what the highest federal income tax rate was? Be sure to check back next week to see...
The Best Time for Low Basis Transfers?
Now might be the best time to make some low basis transfers while the market is still on the rise. ...
The Effect of the SECURE Act on Your IRA
Have you checked to see what effect the SECURE Act has on the inheritance of your IRA? #TuesdayTip Robin A....
Required Minimum Distributions
Did you know the CARES Act eliminated required minimum distributions in 2020 for an individual retirement plan? #TuesdayTip Zachary Kleiman,...
- 1
- 2