Lower tax rates under the new income tax law, combined with the likelihood of higher tax rates in the future, support a Roth solo 401(k) contribution strategy. Continue Reading
Anyone who wants to avoid tax and receive tax-favored lifetime income on the sale of an unencumbered rental property is a potential candidate for a charitable remainder trust, or CRT. Continue Reading
The process I use to assist clients with preparing for the financial and personal challenges associated with retirement extends well beyond simply recommending investments. It’s about them. Continue Reading
Linked benefit plans offer an attractive alternative to standalone long term care insurance assuming that a commitment is made to pay the required premiums and not exercise the return of premium feature. Continue Reading
An important, although unplublicized, benefit of fixed income annuities is protection against elder fraud. Continue Reading
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