Archive for July, 2006
Tuesday, July 18th, 2006
More than 30 million Americans are RVing these days. But as romantic as it may appear, would-be buyers or renters of recreational vehicles need to do more than test drive a “home on wheels” before joining the avid community of those who live life on the ...
Posted in Retirement Planning | No Comments »
Tuesday, July 18th, 2006
On May 17, 2006, President Bush signed into law the Tax Increase Prevention and Reconciliation Act of 2005, or TIPRA for short. TIPRA affects taxes on capital gains and dividends, the alternative minimum tax or AMT, the so-called kiddie tax, and Roth conversions. Given all the ...
Posted in Tax Planning | No Comments »
Tuesday, July 18th, 2006
The federal estate tax may or may not be repealed or reformed anytime soon. But such discussions in Washington should not dampen the use of irrevocable life insurance trusts as a still very viable and valuable planning tool and technique which has applications beyond the tax efficient ...
Posted in Estate Planning, Life Insurance | No Comments »