- Annual inflation-indexing continues to increase the historically high lifetime exemption amount for gift, estate, and generation-skipping transfer taxes. Those of considerable wealth who have not yet made gifts, such as...more
9/29/2020
/ Asset Management ,
Capital Gains Tax ,
Estate Planning ,
Estate Tax ,
Generation-Skipping Transfer ,
Gift Tax ,
Gifts ,
Grantor Trusts ,
Income Taxes ,
Promissory Notes ,
Qualified Small Business Stock ,
Sale of Assets ,
Stocks ,
Tax Deferral ,
Tax Exemptions ,
Tax Planning ,
Transfer Taxes ,
Trusts ,
Wealth Management
The Setting Every Community Up for Retirement Enhancement Act (or SECURE Act), signed into law on December 20, 2019, changes retirement planning significantly and unexpectedly. The bulk of the changes become effective as of...more
2/3/2020
/ 401k ,
Asset Management ,
Beneficiaries ,
Beneficiary Designations ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Inherited IRA ,
New Legislation ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
SECURE Act ,
Tax Deductions ,
Tax Deferral ,
Tax Planning ,
Trustees ,
Trusts