Jeff Stimpson

[1]  1 2 3 4 5 6 7 8   [41]

Advisors Say 'Tax The Rich' Mentality Is Misguided

by

Most adults recently surveyed in a recent Pew Research Center survey feel that the wealthy and corporations aren’t paying their fair share in taxes...

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

by

Health savings accounts (HSAs) offer a good retirement-savings tool for wealthy clients. Yet most owners of HSAs don’t take full advantage of the accounts, according to advisors...

HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

by

Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.

Advisors Say 'Tax The Rich' Mentality Is Misguided

by

Most adults recently surveyed in a recent Pew Research Center survey feel that the wealthy and corporations aren’t paying their fair share in taxes...

Advisors Say 'Tax The Rich' Mentality Is Misguided

by

Statistics contradict the popular sentiment that the wealthy don't pay enough in taxes, they say.

IRS Rules Against A Tax Tactic For Irrevocable Grantor Trusts

by

Advisors say the ruling could interrupt tactics favored by many tax planners.

How The New IRS 10-Year Plan May Affect Wealthy Clients

by

Advisors say those who earn more than $400,000 per year may need to think carefully about their tax strategies.

Swapping Assets Can Be Tax-Friendly Move For Some Trusts

by

IRS rules allow grantors to swap trust assets to attain better tax treatment.

Accounting For Taxes In Special Needs Planning

by

ABLE accounts provide the flexibility to access funds as needed, advisors say.

How To Correctly Navigate Private Foundation Tax Rules

by

Private foundations can serve a variety of functions and can have endowments as small as $250,000, advisors say.

[1]  1 2 3 4 5 6 7 8   [41]