Estate Planning
Do I Have to Pay Taxes during Retirement?
Some retirees may be surprised to learn that a portion of their Social Security benefits could be subject to federal income taxes.
October 13, 2020
Blog Articles
Annuities
Do Unmarried Couples Need Estate Planning?
Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.
January 24, 2020
401(k)
Are There Other Benefits to Roth IRA Conversions Besides Taxes?
For some savers, the appeal of moving assets to a Roth individual retirement account often stems from the tax-free income it will deliver in their golden years.
January 16, 2020
401(k)
How Will My 401(k) Be Taxed When I Retire?
When you withdraw funds from your 401(k)—or ‘take distributions,’ in IRS lingo—you begin to both enjoy the income from this retirement mainstay and face its tax consequences.
January 3, 2020
Estate Planning
How Much Control from the Grave Can Parents Have?
They want to leave their house to all three of the children, but they do not want us to sell the home after they both die. Is there a way they can make it, so the house can’t be sold after their deaths?
January 2, 2020
Estate Planning
Can You Explain the Concept of Step-Up Basis?
There are several tax concepts that are important for real estate investors, but for many people, step-up in basis is one of the least understood.
December 23, 2019
Estate Planning
Will the IRS Say It’s a Gift, If I Sell My House to my Son at a Great Price?
My wife and I have agreed to sell our house to our son. The bank-appraised value of the property is $700,000 and we are selling it to him for $340,000, which is the amount of the mortgage. How will the $360,000 be treated and are there tax consequences?
October 18, 2019
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