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Retirement Accounts and Your Estate Plan July 17, 2019

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts. First, tax-favored retirement accounts, such as traditional IRAs, Roth IRAs, SEP ...

Retirement Accounts and Your Estate Plan July 17, 2019
Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts. ...
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Employer Responsibility for Gig Workers Evolves with Safety Concerns July 10, 2019
If you pay for services from independent contractors, your legal obligations to those individuals are far more limited than those involving statutory employees. But the growing importance of so-called ...
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Are Pop-Ups a Fresh Marketing Concept - or Merely a Fad? July 3, 2019
Pop-up retail stores, restaurants and events promise numerous benefits. They can be less expensive and more flexible to operate than traditional brick-and-mortar operations. And they may appeal to ...
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Will You Have to Pay Tax on Social Security Benefits? June 25, 2019
Some people are under the misconception that Social Security benefits are always free from federal income tax. However, depending on how much income you have from other sources, you may have to report ...
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Tap into the Power of a Grantor Trust June 18, 2019
The U.S. survived the worst recession since the Great Depression. But believe it or not, there is a silver lining: this tough economy has driven applicable federal rates (AFRs) to rock bottom levels. ...
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Understanding Estate Administration and the Probate Process June 11, 2019
You may have heard people say that it's wise to avoid probate. But is it true and do you understand why? Probate is the court-supervised process for distributing the assets in your estate . It ...
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