Paying for college can be daunting, but federal tax rules provide some relief. With enhancements from the Protecting Americans from Tax Hikes (PATH) Act of 2015, you may benefit from one or more of these six tax provisions.
Perhaps you’ve thought about converting part of your traditional IRAs to a Roth IRA in the past, but you didn’t pull the trigger
Have you dreamed about getting out of the rat race and retiring early? You could live a simpler life, pursue personal passions such as travel or recreation, and reduce your stress level. But …
Tale of Two Markets – 2016 was clearly a year of transition and political shocks ranging from Brexit in the UK to the surprising outcome of the US election to the Italian Constitution referendum.
When your retirement finally arrives, you can take a deep breath and exhale. You made it! But that doesn’t mean you may relax completely.
The U.S. tax code can be loaded with booby traps for unwary investors, but your advisers can help you avoid the dangers and reap potential tax rewards
Since 2005 investors have been placing greater amounts of money into passive US stock funds and Exchange Traded Funds than actively managed mutual funds
Would you like your assets to last forever? Of course, there are no guarantees, but a “dynasty trust” could help you preserve wealth for your heirs indefinitely.
Who needs a trust? Maybe a better question is: Who doesn’t? Trusts can be an essential part of an estate plan for anyone who owns significant assets…
If you’re like most well-to-do people, one of your main financial objectives is to transfer wealth to your heirs with a minimum of tax erosion