{title} icon

Retirement Planning Articles

 

Five Summertime Tax Planning Strategies for Individuals

Five Summertime 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, summertime is a good time to start thinking about your tax planning strategies. Taking into consideration the Tax Cuts and Jobs Act (TCJA), here are our top five summertime tax planning tips. 

> Read More
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 her deceased spouse's IRA — payable to a trust of which she is sole trustee and beneficiary — into her own IRA. Generally, where an IRA beneficiary is a trust, a surviving spouse is barred from treating a decedent's IRA as her own account.

> Read More
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.

> Read More
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.

> Read More
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?