Oct 13, 2020 | Estate Planning, Uncategorized
Is a Non-charitable Purpose Trust Right for You? October 15, 2020 There are two trust types that don’t require one or more human beneficiaries: charitable trusts and noncharitable purpose (NCP) trusts. A charitable trust is the more common of the two,...
Oct 2, 2020 | Uncategorized
Tax Shifting Ideas to Reduce Your Bill October 13, 2020 Since the tax code is complex in its construction, there are often opportunities to reduce your tax burden by controlling the amount of your taxable income. This is because: Income tax rates vary...
Oct 1, 2020 | Tax, Uncategorized
Paying for College Can be Less Taxing October 27, 2020 Tax Credits The American Opportunity Tax Credit is available for certain tuition and fees, and it allows you to reduce taxes annually up to $2,500 per student for four years of college. The credit is...
Oct 1, 2020 | Savings, Uncategorized
Switching Jobs? Here’s What to do With Your 401(k) October 19, 2020 If you are in the midst of switching jobs and your 401(k) is with your current employer, you must decide what to do with your retirement account when you leave. Here are your four...
Oct 1, 2020 | Estate Planning, Uncategorized
Risks and Costs of Borrowing from a Retirement Plan October 8, 2020 The COVID-19 pandemic has resulted in many people borrowing from their companies’ qualified retirement plans, and the CARES Act provides some temporary rule changes to this loan type....
Oct 1, 2020 | Uncategorized
Tax Shifting Ideas to Reduce Your Bill October 13, 2020 Since the tax code is complex in its construction, there are often opportunities to reduce your tax burden by controlling the amount of your taxable income. This is because: Income tax rates vary...
