Articles
Changes to Key Estate Tax Planning Numbers in 2022
Episode 161 – The inability of Congress to reduce by half the $11.7 million estate and gift tax exemption amount in 2021, leaves us with an even higher exemption amount for 2022. Continue Reading Changes to Key Estate Tax Planning Numbers in 2022
You’ve Been Named the Executor or Administrator of a Last Will and Testament – Now What?
Episode 160 – Agreeing to act as an Executor or Administrator for the estate of a deceased family member or friend is typically an act of love. However, it often requires more work and dedication than anticipated, and can involve personal liability. Continue Reading You’ve Been Named the Executor or Administrator of a Last Will and Testament – Now What?
Social Security COLAs: Less than Advertised?
Episode 159 – Not as good as advertised. The recent 5.9% Social Security COLA isn’t as good as it seems. Continue Reading Social Security COLAs: Less than Advertised?
Changes to Your RMDs in 2022
Episode 157 – New IRS tables will impact required minimum distributions beginning in 2022. Learn how it could impact you here. Continue Reading Changes to Your RMDs in 2022
The Four Percent Rule Revisited
Episode 156 – The 4% Rule has been one of the standard models of retirement planning since the 1990s. The rule, however, has come under attack of late. A recent report by Morningstar indicates that the real number is more like 3.3%. What’s a retiree to do? Continue Reading The Four Percent Rule Revisited
Three Social Security ‘Do Over’ Options
Episode 155 – Deciding on when to collect Social Security is a complicated process. But it comes with surprising flexibility. And people are surprised to learn of the three “do over” options that Social Security allows. Continue Reading Three Social Security ‘Do Over’ Options
Thirteen Celebrity Estate Planning Lessons
Episode 154 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them. Continue Reading Thirteen Celebrity Estate Planning Lessons
Guaranteed Lifetime Retirement Income From Your IRA
Episode 153- Purchasing an annuity in your Traditional IRA will guarantee that you never outlive your retirement savings and provide you with a secure, stable and stress-free retirement. Continue Reading Guaranteed Lifetime Retirement Income From Your IRA
Is the Social Security Administration Running a Scam?
Episode 152 – Is the Social Security Administration running a scam? One prominent retirement expert thinks so. Continue Reading Is the Social Security Administration Running a Scam?
COLI and Why It Might be Appropriate for Your Business
Episode 150- COLI is an effective tool to invest company cash in a tax-deferred growth vehicle with a death benefit component to fund a variety of business-planning needs and strengthen the company’s financial statements. Continue Reading COLI and Why It Might be Appropriate for Your Business
Reach Us
Sed ut perspiciatis unde omnis iste natus voluptatem.
13005 Greenville Avenue,
California, TX 70240
+22 140 006 754