Implementing the right systems can help keep valuable financial records safe, accessible, and organized.
Analysis of Q1 2017
From contributions to conversions to distributions, do not fall into these traps
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
There are cases where owning life insurance in retirement makes sense
Evaluate your situation before dipping into IRA assets from a deceased loved one.
De-risking is the top priority for retirees, while early accumulators can focus more on return enhancement.
The most critical factor in maintaining a vacation home is intrafamily dynamics.
The true answer to most questions is, "it depends"
Understanding government assistance available to special-needs family members, the role of ABLE accounts, and retirement plans that involve the whole family.
Failing to understand these rules can force investors to pay more in taxes than they expected to.
Take the tax break at the time of contribution or save it for later? We discuss the considerations.
Analysis of Q4 2016
A guide to assist you quarter-by-quarter
Even buy-and-hold investors may be able to identify worthy candidates.
Our take on the markets
Many grantors initially name themselves to maintain control of their financial affairs. However, there will come a time when he or she is unable to act due to either incapacitation or death.
For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
‘Stepping up’ cost basis can reduce tax bills for lower-income investors.
Analysis of Q3 2016
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