Taxes

Your Health Savings Account can be a stealth IRA

January 30, 2019

Health savings account, HSA, IRA, Tax benefits

Generally, people don’t think about a Health Savings Account (HSA) as a savings account. The HSA was intended to be a tax-advantaged account to pay for medical expenses, but in…

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

January 25, 2019

Timothy Rice

Elder Law, Estate Planning, Taxes

Elder law, Estate Planning, estate tax, federal estate tax

The tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast majority of estates won’t have to pay federal estate tax. But that doesn’t mean you…

Keep your tax credit for charitable gifts

January 9, 2019

Timothy Rice

Estate Planning, Taxes

contributions, estate law, estate tax, gift tax

Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax breaks for charitable contributions. Under the law, fewer households have a tax incentive to make…

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

November 28, 2018

Timothy Rice

401K, Benefits, Elder Law, Retirement, Taxes

401k, contributions, retirement, tax

Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth 401(k). The benefit of a Roth 401(k) over a traditional 401(k) after retirement is that…

How to prepare when elderly parents move in with adult children

November 9, 2018

Timothy Rice

Elder Law, Insurance, Legal Insights, Taxes

children, Elder law, finances, home, nursing homes, Tax deductions

More and more parents are moving in with their adult children, and the trend probably won’t reverse any time soon. As nursing home costs continue to rise, children and their…

Survey: Family drama causes estate issues

November 1, 2018

Timothy Rice

Benefits, Estate Planning, Taxes

Estate Planning, families, job, Taxes, withholding

Families face a variety of estate planning challenges, and family drama may be chief among them. In fact, 44 percent of planning professionals say family conflict is the biggest threat…

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

How to prepare when elderly parents move in with adult children

Survey: Family drama causes estate issues

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