Since its enactment in 1932, families with significant assets have utilized the annual gift tax exclusion as a tool for both transferring wealth to the next generations and also reducing the size of the taxable estate.
Through a technique known as “tax-loss harvesting,” recognizing a loss on an investment that is down in value can position you for future tax advantages as you manage your portfolio. Our article explains.
You had a will drawn up, signed, and notarized; you created a power of attorney and a health care directive. You’re all done, right? Your estate planning is set, and you can move on to more pleasant endeavors.
Not necessarily.
After all your years of working, saving, and paying taxes, you’re finally approaching retirement, and it’s time to ensure your benefits and income sources are in place. For many retirees, Social Security benefits make up a sizeable portion of the funds you’ll need to maintain your retirement lifestyle.
A recent survey indicates that many donors still have questions about how they can make their giving more effective. In fact, two-thirds of those surveyed said that while they’d like to give more, they are concerned by factors that make it more difficult for them to give as much as they’d really like to.
Many of us think of insurance as the product we hope we’ll never need. Indeed, insurance remains a vital part of most financial plans. For many of the important things in life, it makes sense to shift some or all of the financial burden onto an insurance company. And in many cases—your home and your vehicles, for example—insurance is a legal requirement.
For various reasons, the divorce rate in the United States is falling—except for one important demographic: those 50 and older. Dissolution of marriages that have lasted for 30 or more years is, unfortunately, on the rise, having doubled since the 1990s, according to US Census Data.
Let’s face it: no one actually looks forward to a discussion that touches on the passing of a loved one. Maybe that’s why so many families tend to avoid the topics of inheritance and estate planning.
While many important advances have been made in recent years in both the legal and social landscape, LGBTQ+ individuals still face many unique challenges, many of which have financial implications. This means that LGBTQ+ persons, whether single, partnered, or legally married, need financial planning advice that recognizes and takes into account these special challenges.
The Judicial Retirement System (JRS) was established by the State of Alaska in 1963 as a separate retirement system for its judiciary and court system administrators.
In this brief article, we’ll take a quick survey of the major types of retirement savings vehicles to provide basic familiarity, then we’ll point out the advantages of certain types for various circumstances.
There has been much debate in recent years about the State of Alaska’s ability to attract and retain talent for state government jobs. One of the biggest issues to address is how employees receive benefits in their retirement years.
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