Retirement accounts and trusts…Could be like oil and water. If you have a substantial retirement account like an IRA or 401(k), it’s not uncommon to want to name a trust as a beneficiary. There are a number of reasons. Maybe you have underage children. Perhaps you are concerned that your heirs would spend everything the…
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Last week the IRS announced inflation adjustments to more than 60 tax provisions for 2024. Although “inflation adjustments” may not sound like that big of a deal, it may have some low hanging fruit you don’t want to miss picking. We are in an ideal time to plan for your future. Short-term interest rates are…
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#10 The Truth: Part 1…The IRS is set to receive approximately $80 billion in increased funding in an effort to increase tax revenue by $203 billion. The claim by the GOP is that this will usher in an army of 87,000 new IRS agents. The truth is that there is not a set agenda to…
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