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Retirement Planning Articles

 

Fall 2019 Quarterly Insights

Fall 2019 Quarterly Insights

Posted by Michael Grimaldi on October 24, 2019

Available through our affiliation with the BDO Alliance, download the fall edition of Quarterly Insights.

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Year-End Strategies to Reduce AGI

Year-End Strategies to Reduce AGI

Posted by Brian Kern on October 23, 2019

Reducing your current-year adjusted gross income (AGI) is usually a tax-smart idea.

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Year-End Tax Planning Moves for Small Businesses

Year-End Tax Planning Moves for Small Businesses

Posted by Kerry Roets on October 17, 2019

Due to political gridlock, federal tax law hasn't changed much since the Tax Cuts and Jobs Act was enacted. Most of the provisions affecting businesses went into effect last year, so the year-end tax planning strategies that worked for 2018 may still be valid for the current tax year, but your specific tax situation might be different.

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Tax Strategies for Seniors

Tax Strategies for Seniors

Posted by Robert Ingrasci on September 04, 2019

Good things come to those who wait. Older taxpayers may be entitled to some age-based tax breaks.

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Changing Jobs? What Will Become of Your 401(k) Balance?

Changing Jobs? What Will Become of Your 401(k) Balance?

Posted by Bryan Staniszewski on August 29, 2019

Most private-sector employers put you in the driver's seat when it comes to saving for retirement. You might prefer the flexibility of rolling over your accumulated retirement savings into an IRA. This choice assumes, however, that your next employer's 401(k) plan allows you to move money into it from another 401(k) plan.

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Five Mid-Year Tax Planning Strategies for Individuals

Five Mid-Year Tax Planning Strategies for Individuals

Posted by Cheryl A. Jankowski on August 05, 2019

Whether you are looking for ideas to help cut your tax bill for the current year, or you are hoping to minimize future taxes, now is a good time to start thinking about your tax planning strategies.

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IRS Approves Spousal IRA Rollover Despite Existence of Trust

IRS Approves Spousal IRA Rollover Despite Existence of Trust

Posted by Robert Ingrasci on July 02, 2019

The IRS has privately ruled that a surviving spouse can roll over their deceased spouse's IRA — payable to a trust of which they sole trustee and beneficiary — into their own IRA. Generally, where an IRA beneficiary is a trust, a surviving spouse is barred from treating a decedent's IRA as their own account.

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Dynasty Trusts Are More Valuable than Ever

Dynasty Trusts Are More Valuable than Ever

Posted by Cheryl A. Jankowski on June 28, 2019

The Tax Cuts and Jobs Act has brought great changes to estate planning. In doing so, it bolstered the potential value of dynasty trusts. This article explains why these trusts are well worth considering for tax purposes. We'll also look at valid nontax reasons for establishing one.

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Wealth Planning Opportunity | Spousal Limited Access Trust

Wealth Planning Opportunity | Spousal Limited Access Trust

Posted by Cheryl A. Jankowski on May 09, 2019

Tax reform legislation doubled the federal estate, gift, and generation-skipping transfer (GST) tax exemption to $11.18MM (as indexed for inflation) per person. This created a seven-year window for increased wealth transfer planning.

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