Tag Archives: estate tax

5 Important Things to Know About Estate Planning

By | March 28, 2016

If you have not gotten around to planning your estate, then it is high time you do. There are several reasons why you should not delay in planning how your assets should be distributed after you are no more. A comprehensive estate plan will help you decide who gets to inherit your wealth and you can proactively prevent… Read More »

The Future of the Federal Estate Tax

By | October 6, 2010

As of February of 2010, the United States enjoyed more than a month of complete repeal of the federal estate tax.  Before its repeal, the federal estate tax was almost as old as the U.S. income tax which required the 16th Amendment to the U.S. Constitution to adopt. The 2010 repeal of the federal estate tax was originally… Read More »

Roth IRA Conversion Top Considerations

By | September 15, 2010

Effective this year, converting from one’s traditional IRA (or other qualified plans such as 401k, 403b and 457) to a Roth IRA is available to everyone.  There are benefits and burdens of conversion, and the purpose of this article is to provide you with several things you should consider when converting to a Roth IRA. When you convert… Read More »