Irrevocable Life Insurance Trusts: An Estate Planning Tool Search for: Irrevocable Life Insurance Trusts (ILITs) are powerful tools for estate planning. There are two key features that make up an ILIT: a Life Insurance Policy and an irrevocable trust. By combining...
The Presidential Election and the Stock Market Search for: Presidential elections stir up a lot of excitement and anxiety when it comes to the stock market. Many investors often wonder how the outcome of the election will affect their portfolios. This can lead to...
The Mega Backdoor Roth – Tax Free Growth Tax Free Retirement Search for: The Roth IRA, allowing individuals to save after-tax dollars and then grow those investments completely tax-free with no requirement to take distributions, were a welcome addition to the...
I Bonds – Time to Revisit That Investment? Search for: I Bonds where all the rage not too long ago. I Bonds are a type of U.S. savings bond that offer investment safety with a feature designed to protect against inflation. When inflation was heating up in...
New Year, New Rules: Key Policy Changes Impacting Your 2024 Finances Search for: Not surprising that improving finances are a top new year’s resolution by respondents in a Forbes Health/OnePoll survey. Understanding federal policy updates that can impact your...
Year-end Tax Strategies Search for: Before your brain goes full holiday-mode, as the year draws to a close, it’s time to consider some savvy end-of-year tax strategies. While it’s always better to plan throughout the year, here are two such strategies: tax loss...
