Monday, January 2, 2017Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to se1ect the benefit programs they prefer. READ MORE >>
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Monday, January 2, 2017A will is a legal document that transfers what you own to your beneficiaries upon your death. It also names an executor to carry out the terms of your will and a guardian for your minor children, if you have any. READ MORE >>
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Monday, January 2, 2017A Charitable Remainder Trust normally is used as a strategy for converting highly appreciated assets into income producing assets, without income tax liability. READ MORE >>
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Monday, January 2, 2017When planning your retirement, it is important to remember that money, more than any other factor, will dictate most of your retirement decisions. READ MORE >>
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Monday, January 2, 2017The best financial decisions are made with the benefit of time, thoughtful consideration and trusted professional advice. As tax time once again approaches, there are many things you can do to give... READ MORE >>
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Monday, January 2, 2017In years past, it was often realistic for retirees to base the majority of their retirement income on Social Security benefits and traditional employer sponsored pension benefits. READ MORE >>
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Monday, January 2, 2017You may recall that during the final weeks of his life, former President Richard Nixon refused "heroic measures" and received only palliative (comfort-easing) care at his home. READ MORE >>
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Monday, January 2, 2017A revocable living trust provides financial protection in the event you are no longer able to manage your financial affairs yourself. You can be trustee while you are healthy, but if you have a str... READ MORE >>
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Monday, January 2, 2017No matter what type of investor you are, it is important to keep your plan on track. Revisit your asset allocation periodically (every year or two, depending on market conditions) and see whether it needs adjustment. READ MORE >>
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Monday, January 2, 2017The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property before death and escape death taxes altogether. READ MORE >>
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