by David Raye | Jul 7, 2018 | Estate Planning, Tax Policy & Legislation
One part of the Tax Cuts and Jobs Act that has not received a lot of attention is the change of calculation for the so-called “kiddie tax”. This tax applies to children who have unearned income in excess of $2,100. The kiddie tax applies to children age 18 and under...
by David Raye | Feb 18, 2018 | Estate Planning, Tax Policy & Legislation
The choice of beneficiaries for your IRA or other retirement plans is one of many financial decisions that must be made during your lifetime. Generally, the goal is to maximize the deferral period so that the account can continue to grow tax deferred as long as...
by David Raye | Mar 6, 2017 | Estate Planning
A trust is a legal entity in which someone acting as a fiduciary holds property for the benefit of another. Trusts are used extensively in the areas of financial and wealth management. Most people think of trusts as something only used by the “super rich” but...
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