ShareMany people may not realize that charitable planning intersects with estate and business succession planning. Combining a charitable strategy and the sale of a business is a great way for owners to minimize taxes and provide equity for the next phase of their lives. Charitable remainder trusts were authorized by the 1969 Tax Relief Act. […]Read More »
ShareWhat Can I Do with My 401(k)? When you have an employer-sponsored retirement account, like a 401(k) or 403(b), it is important to know your options if you leave your job. After all, you want to keep and manage your investments without having to pay a penalty for making the wrong choice. Your options include:Read More »
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