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Articles

Wealth Due to Inheritance
What is it? Introduction If you’re the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you’ve inherited. You’ll need to evaluate your new financial position, learn to manage your sizable assets, and […]
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SIMPLE IRA Plan – Deadline Fast Approaching
Deadline to start up a 2015 SIMPLE IRA Fast Approaching If you own a business and you’re thinking about starting a retirement plan for 2014, you may want to look at a SIMPLE IRA Plan (Savings Incentive Match Plan for Employees). A SIMPLE IRA plan can give you a good source of income when you […]
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Charitable Giving
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your estate may owe when you die.There are many ways to give to charity. […]
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Claiming Social Security Early
GAO Report Reveals Why People Claim Social Security Benefits Early Why would people choose to claim Social Security retirement benefits at the earliest possible age of 62, rather than waiting until their full retirement age (66 to 67 for anyone born in 1943 or later), when doing so would reduce their monthly benefit by as […]
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Creating an Estate Plan Around a Prenup
July 11, 2014 9:39 a.m. ET (Reprinted from the Wall Street Journal) The man had inherited his father’s business when he was in his 30s and spent the next few years growing it into a $6 million company. When he later got engaged, he was concerned about keeping this increasingly valuable asset in the event of a […]
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Supreme Court Ruling: Inherited IRA’s and Bankruptcy
Background Since the enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been protected under federal law if you declare bankruptcy. The exemption was originally capped at $1 million, but has since grown to $1,245,475 (as of April 1, 2013) due to cost-of-living increases. (The million-dollar cap […]
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