Topics
Topic:
Wealth Management and Financial Advisors
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Understanding Estate Exemption Rules
At the beginning of 2013, Congress made the estate tax exemption permanent at $5 million per person, the 2012 rate, but adjusted the amount for inflation each year going forward. The Tax Cuts and Jobs Act of 2017 further increased the exemption to $10 million with adjustments for inflation until 2025. After 2025, the exemption…
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Why Retirement Savers Should Ignore the Robinhood Hubbub
Long-term investors with diversified nest eggs have little to fear from the GameStop saga.
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Asset Sale vs. Stock Sale: How to Weigh the Options When Selling a Business
One of the main considerations when selling a business is whether to structure the deal as an asset sale or a stock sale. Owners may simply be thinking, “Does it matter as long as I get the highest sales price?” Well, there are plenty of considerations that can make a lower sales price more attractive.…
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529 ABLE Plans: Pros & Cons
529 ABLE plans are accounts that can be used to provide for a disabled beneficiary and can be a low-cost alternative to a special needs trust. A 529 ABLE plan is similar to an education 529 plan in that earnings on the contributions are tax-deferred and tax-free when withdrawn to pay for qualified expenses for…
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Understanding Fees on Qualified Retirement Plans
When it comes to paying fees to the professionals who help administer a company’s qualified plan, there are different options available to the plan trustees. Each method impacts the plan and its participants, and it is important for plan sponsors to understand their options so that they can make an informed decision. Professionals who are…
