Roth IRAs offer some great planning opportunities, largely centered around the fact that they do not entail “required minimum distributions.”
Posts Categorized: Financial Planning
The Latest Long-Term Care Snafu
Long-Term Care planning can be both daunting and difficult. There are many traps for the unwary, but there are also some very good resources available to assist in the process of choosing the right approach.
Coping with the high cost of higher education (part 2)
Here’s a great comment shared by a friend about coping with college expenses.
Planning for the high cost of higher education
There is a lot of financial aid out there for college students. But it may come with tax implications.
5 Ways to Make Healthcare Reform Work for Your Small Business
Controlling health care costs in a climate of dramatic change is a real challenge for small businesses. Here are some pointers on how to do that.
Keeping PACE with Elder Care Costs
PACE is a little-known program that may offer promising alternatives for elder care.
Small Business Changes for 2011
The start of the new year ushers in a series of regulatory, compliance, and tax changes that could potentially affect your small business.
So what’s in store for the economy in 2011?
From The Wall Street Journal (12/26/10) “The 2011 Economic Outlook – and What it Means for You”: anyone expecting those (tax) gifts from Washington to lift the cloud of uncertainty hanging over the U.S. economy will be disappointed. If anything, the outlook is hazier than ever.
Portability: a Good Idea but Will it Last?
Estate tax exclusion “portability” is a nice idea, but dangerous if you don’t understand its implications.
Congress Extends the IRA Charitable Rollover
An important piece of the new tax act is the extension of a great way to make charitable gifts through your IRA. The only catch is you have to be 70-1/2 or older to take advantage of it.