If you anticipate to obtain several million remaining in your estate, organize to transfer some wealth while living in a way that triggers little or … [Read more...]

In 1997, American householders received some large tax relief. The Taxpayer Relief Act provided homeowners the advantage of not including the gain on … [Read more...]

While fixed annuities offer both safety and tax deferred interest accumulation for millions of retirement savers, the annuity proprietors can't … [Read more...]

We have talked before about the 2 ways a Roth account reduces taxes-- tax-free growth and tax free withdrawals that a Roth IRA offers you and your … [Read more...]

Most people think about charitable bequests as part of their will or trust to be consummated when they die.  However, you will miss some senior tax … [Read more...]