Charitable giving under the new tax law
The new tax law makes it harder to claim a tax deduction for charitable contributions.…
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tax
The little-known tax on Roth 401(k) distributions
Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth…
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Would-be divorcees face year-end tax deadline
If you are planning a divorce, talk to an adviser about how changes in the…
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Three reasons why giving your house to your kids isn’t the best way to protect it from Medicaid
Are you afraid of losing your home if you have to enter a nursing home…
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Evaluating generation-skipping tax transfers
Your current financial plan may include wealth transfers to grandchildren, great-grandchildren or other descendants, and…
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‘Clawback’ concerns linger under new tax law
The new tax reform package increases an individual’s lifetime exemption from roughly $5.5 million to…
Read MoreEstate planning still essential, despite increased exemptions
The Tax Cuts and Jobs Act (TCJA) reduces individual and corporate tax rates, eliminates a bevy…
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The Estate Tax May Be Almost Gone, but the Need to Plan Remains
It looks like the estate tax repeal is here to stay. With the New Jersey…
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