One retirement income strategy that will be virtually unscathed by President Biden’s proposed tax increase is longevity insurance, more commonly known as fixed-income annuities. Continue Reading
Savvy business owners planning to sell their business can reduce or eliminate income tax liability from capital gains by using a long-standing IRS-blessed strategy called a charitable remainder trust, or CRT. Continue Reading
It’s a great time to purchase or add funds to fixed income annuities as part of an overall retirement income plan given the continued escalating stock market highs. Continue Reading
If you didn’t take distributions from your retirement plan and IRA accounts in 2020, you may be surprised by your 2021 RMD. Adviser Robert Klein explains how changes to the rules in 2020 will impact you in 2021 and beyond. Continue Reading
Six stealth taxes can increase your income tax liability and reduce your lifetime after-tax retirement income. Planning for each of them should begin long before and continue throughout retirement. Continue Reading
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