Protect assets, retain access with a Spousal Lifetime Access TrustMarch 22, 2019Timothy RiceA Spousal Lifetime Access Trust (SLAT) is an estate planning tool that can be used…Read More
Opportunity Zones offer tax breaksMarch 20, 2019Timothy RiceFor a limited time, investors can help reinvigorate distressed communities while deferring capital gains on…Read More
Your Health Savings Account can be a stealth IRAJanuary 30, 2019Timothy RiceGenerally, people don’t think about a Health Savings Account (HSA) as a savings account. The…Read More
The new tax law means it’s now time to review your estate planJanuary 25, 2019Timothy RiceThe tax law signed in 2017 doubled the federal estate tax exemption, meaning the vast…Read More
Keep your tax credit for charitable giftsJanuary 9, 2019Timothy RiceFollowing the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax…Read More
The little-known tax on Roth 401(k) distributionsNovember 28, 2018Timothy RiceEmployee retirement savings plans come in two main types: the traditional 401(k) and the Roth…Read More