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Latest news:

Sept 1 , 2006:
The Pension Protection Act of 2006 allows people 70 1/2 and older to give up to $100,000 from their IRA to charity in 2006 and 2007 and not pay taxes on it.

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January 1, 2007:
The annual gift tax exclusion to any person remains at $12,000 for 2007.

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Articles

The Many Uses of a Family Limited Partnership

This flexible planning technique allows precise transfer of assets from one generation to another, retain control of the assets, reduce estate taxes and more.
Part I >>
Part II >>
Part III >>

How to Reduce or Eliminate Tax on Your Social Security Retirement Benefits

The first step is to determine if your Social Security retirement benefits are being taxed. If so, the next step is to calculate how much is being taxed.
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How to Make a Sizable Charitable Donation From Your IRA—Tax Free

If you are over 70 ½, have an IRA and are charitably inclined, a new law allows you to make a substantial gift from your IRA—tax free. But currently there is a narrow window of opportunity.
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Roth 401(k) Plans: Could You Benefit?

The Pension Protection Act of 2006 permanently extended the use of Roth 401(k) plans. Now it becomes more important to understand the advantages and disadvantages of these plans.
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Who Should Be the Beneficiary of Your IRA?

Why is making the proper beneficiary election for your IRA important? Does your election follow the rules? Is it the best one for your family circumstances? Is there a better one? Find out by taking a look a few common beneficiary elections and their results.
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Ten Things the Average Person Does Not Know About Annuities

Many people buy annuities blind. Others avoid them due to a misunderstanding. Here is a simple primer on deferred annuities which will make you a smarter consumer.
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Home Sales: Do You Really Know the Tax Exclusion Rules?

Will you be selling your home soon? How much of the gain can you exclude from tax? Do you know the current rules? Do you know the exceptions? Did your spouse die, are you divorced, remarried or in the Armed Forces? All these circumstances require special planning.
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SEP IRAs: A Path to More Retirement Income?

Do you have your own business? Do you have a 401(k) at work and have self-employment income on the side? If so, the SEP IRA may be one alternative to building a bigger retirement nest egg.
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Do You Know the IRA Eligibility Rules?

Are you searching for another income tax deduction and wonder whether you qualify for an IRA? If so, here are the new contribution rules--some brand new as the result of the Pension Protection Act of 2006.
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