James G. Blase

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An Alternative To Gifting For Estate Planning Exemptions

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Rather than racing to preserve money under expiring estate tax exemptions, what if you turned to life insurance instead?

Donor-Advised Funds And Tax-Wise Charitable Giving

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A donor-advised fund can help retirement plan beneficiaries with the tax bite.

Donor-Advised Funds And Tax-Smart Charitable Giving Under Current Laws

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Most people are aware that, under the current tax laws, an IRA owner who has reached age 70½ can make a direct donation of $100,000 from their account to a charity without having to report the...

Donor-Advised Funds And Tax-Smart Charitable Giving Under Current Laws

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A donor-advised fund can help retirement plan beneficiaries with the tax bite.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Retirement Withdrawals For Couples Are All About The Tax Brackets

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A couple's retirement withdrawals must take their brackets (and their children's) into account.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

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Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Are Extended RMDs A Gold Mine Or Tax Trap?

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The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

Maximizing Social Security Benefits Under The SECURE 2.0 Act

by

Does deferring benefits until age 70 make sense? And how does it affect clients' IRA withdrawals?

Are Extended RMDs A Gold Mine Or Tax Trap?

by

The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

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