Taxes, Tax Reform, Planning, Divorcees and Widows, Gift Tax
As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate, within generous limits, without triggering any esta..........
Retirement Planning, Traditional IRA
It’s often difficult for married couples to save as much as they need for retirement when one spouse doesn’t work outside the home — perhaps so that spouse can take care of children or elderly parents..........
Retirement Planning, Traditional IRA, Retirees, Investment Advisory & Wealth Mangement
As this article explains, tax planning for retirement is critical to ensuring that savings last. Retirees are urged to estimate cash needs, coordinate Social Security benefits with other income source..........
Determining how much to withdraw from a retirement nest egg annually can be stressful. As this article argues, the 4% rule can help reduce uncertainty. Retirees withdraw 4% of a portfolio in the first..........
Taxes, Tax Reform, Traditional IRA
Taxpayers don’t necessarily need to panic when they receive an IRS letter. Often, returns are chosen for examination randomly, or because the IRS needs additional information. This article provides ti..........
Planning, Traditional IRA, Retirees
A major decision for those who are newly retired, or planning on retiring soon, is deciding what to do with the savings accumulated in their company’s 401(k) plan. This article takes a look at various..........
Many people dream of retiring early so they can pursue activities other than work. But making this dream a reality requires careful planning and diligent saving during the years leading up to retireme..........
Retirement Planning, Traditional IRA, Retirees
Abstract: Businesses offering their employees a retirement plan for the first time have some tried-and-true choices. This article spotlights four types of plans: traditional and Roth 401(k)s, Simplifi..........
Taxes, Estate Planning, Traditional IRA
What is Lorem Ipsum? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer to..........
Taxes, Estate Planning, Traditional IRA
What is Lorem Ipsum? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer to..........
Taxes, Estate Planning, Traditional IRA
What is Lorem Ipsum? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer to..........
Traditional IRA, Removing money from a qualified plan
What is Lorem Ipsum? Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer to..........
10000 North Central Expressway
Suite 710
Dallas TX 75231
