Perhaps the most despised federal levy is the alternative minimum tax, which Congress passed in 1969 to prevent the loophole-savvy ultra-wealthy from shortchanging Uncle Sam. Over the years, AMT’s reach
As the 2017 tax filing deadline approaches, many are preparing to take advantage of IRA contributions. As advisors, we often hear the question “Should I contribute to my Traditional or
Should you convert your traditional IRA to a Roth IRA? A key factor in this decision is taxes. If you expect to be in a higher tax bracket during retirement
Rising health care costs have been at the forefront of political and economic debate for over a decade. One often overlooked contributor to these rising costs is the increase in
The IRS has increased the federal estate tax exemption, which is indexed annually for inflation, to $5.49 million for 2017, up from $5.45 million in 2016. That lets couples now
When flying, have you ever listened to the pre-takeoff safety demonstration? If you’re not distracted by the screaming baby behind you or the couple arguing over the window seat next