I don’t want to pay higher taxes then what the law mandates. In fact a large part of my day is spent helping people plan for the Federal and State Estate Tax and I love my job. I am not sure why I get so excited helping people plan to lower their tax bill. If…
I was talking to a buddy the other day and somehow the discussion of public employees came up, and we asked ourselves the same exact question at almost the same exact time: Why in the hell are new public employees still able to join State backed defined benefit pension plans? First and foremost, I am…
As part of my daily responsibilities financial planners will come to me to discuss a particular case; sometimes these cases are mind boggling estate planning cases ($20million, $30million, $50million+) and sometimes they are just your run of the mill new family starting out. When the case has to do with estate planning the planner and…
US Saving onds I can’t believe it was almost three years ago that I researched Estate Planning and Savings Bonds, wow time flies! Notwithstanding, there are various tax strategies when dealing with your Savings bonds. The first has to do when you should “choose” to pay tax on the interest gained and the second has…
I found out a terrible and time consuming problem when I was forced to switch from TradeKing to Fidelity my cost basis does not always transfer! Imagine my surprise when I signed into my fidelity account and found all my stocks moved over from my mostly dormant TradeKing account, but no Cost Basis Information! Why…
I am often surprised how many people don’t understand how the United States Income Tax system actually works, but on the surface it is a really simple system. Like anything else, once we get deeper it becomes a bit LOTS more complicated. However, when someone says, “I don’t want to make more money than $X because…
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