Taxes

SECURE Act 2.0: What You Need to Know About the Latest Retirement Planning Rules

November 24, 2023

Team TREEL

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act), passed by Congress and…

Determining the Value of Collectibles for Estate Planning

July 28, 2023

Team TREEL

Whether you hope to pay for long-term care by selling your stamp collection or are…

The Two Sides to Inheritance Tax

June 16, 2022

Team TREEL

New Jersey is one of six states that imposes an inheritance tax on assets that…

Protect assets, retain access with a Spousal Lifetime Access Trust

March 22, 2019

Timothy Rice

A Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used…

Opportunity Zones offer tax breaks

March 20, 2019

Timothy Rice

For a limited time, investors can help reinvigorate distressed communities while deferring capital gains on…

Your Health Savings Account can be a stealth IRA

January 30, 2019

Timothy Rice

Generally, people don’t think about a Health Savings Account (HSA) as a savings account. The…

The new tax law means it’s now time to review your estate plan

January 25, 2019

Timothy Rice

The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast…

Keep your tax credit for charitable gifts

January 9, 2019

Timothy Rice

Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax…

The little-known tax on Roth 401(k) distributions

November 28, 2018

Timothy Rice

Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth…

Survey: Family drama causes estate issues

November 1, 2018

Timothy Rice

Families face a variety of estate planning challenges, and family drama may be chief among…

Would-be divorcees face year-end tax deadline

October 26, 2018

Timothy Rice

If you are planning a divorce, talk to an adviser about how changes in the…

Retirement accounts: Tips for taxpayers turning 70 1/2

March 31, 2017

Timothy Rice

It’s a big year for the first set of baby boomers: They’re turning 70 1/2.…

SECURE Act 2.0: What You Need to Know About the Latest Retirement Planning Rules

Determining the Value of Collectibles for Estate Planning

The Two Sides to Inheritance Tax

Protect assets, retain access with a Spousal Lifetime Access Trust

Opportunity Zones offer tax breaks

Your Health Savings Account can be a stealth IRA

The new tax law means it’s now time to review your estate plan

Keep your tax credit for charitable gifts

The little-known tax on Roth 401(k) distributions

Survey: Family drama causes estate issues

Would-be divorcees face year-end tax deadline

Retirement accounts: Tips for taxpayers turning 70 1/2

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