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Bypass trusts after portability
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07/22/14
Bypass trusts have long been used by married couples to reduce their tax liabilities, for both potential gift taxes as well as any possible reduction in taxable assets that transfer between spouses on …


The Role of Advisors in Addressing the Retirement Health Care Cost Crisis
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07/22/14
There are a number of significant trends behind the emerging crisis in retirement health care costs. Foremost among them is health care cost inflation. While it is true that awareness and concern abou …


Ruling to Remember: What NOT To Do When a Trust is the IRA Beneficiary
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07/22/14
In Private Letter Ruling (PLR) 201425023, released by IRS on June 20, 2014, the IRS ruled that a surviving spouse who received IRA proceeds through a trust, which was the beneficiary of her deceased h …


Required Minimum Distributions – 7 Things You Need to Know
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07/22/14
This year the youngest Baby Boomers are turning 50. Over the next couple of years the oldest Baby Boomers will hit 70 ½ which means it will be time to begin taking required minimum distributions from …


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