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262 items found for "capital gains tax"
- How to Go About Retiring These Days
March 2016) “How to Retire During a Volatile Stock Market” #AssetProtection #HoustonRetirementPlanning #TaxPlanning
- How to Transfer Your Home Without Jeopardizing Your Medicaid Eligibility
There are also a number of tax issues that you need to be considered first before going with this type
- Seniors, Don’t Get Taken!
Co-mingling qualified assets with non-qualified monies is illegal and subjected this man and his family to tax
- Houston Will and Trust Lawyer Offers a Checklist for Trustees
File annual tax returns Being a trustee is a big responsibility and hard work.
- How to Pay for Long-Term Care Without Long-Term Care Insurance
Accelerated death benefits let you get a tax-free payment from your life insurance while you are still It's important to consider the tax implications and eligibility requirements. These experts can explain how different payment methods impact taxes.
- Attention Gen Xer’s: Mid-Life Planning is Calling
If you don’t already have a Roth IRA account, consider adding one for tax-free income in retirement. You can make after-tax contributions to a Roth IRA or convert traditional IRA money to a Roth IRA if The money will go in after-tax, but you can contribute a higher amount to a Roth 401(k)—plus there’s ’s (June 2016) “7 Savvy Retirement Steps for Generation X” #AssetProtection #IRAs #401k #Insurance #TaxPlanning
- Advice for Grandparents Helping out with Grandkids’ College Costs
The combination of tax benefits and flexibility makes them a good choice for many folks. Next look at merit aid and tax aid—such as the American Opportunity Tax Credit—and how to best use personal February 9, 2016) “Grandparents and College Planning — the Right Way” #529EducationalSavingsAccount #TaxPlanning
- Pros and Cons of Wills and Living Trusts | Harris County Will and Trust Lawyer
We help families throughout Houston gain the peace of mind that only comes with knowing your family will
- WORKING WITH A TEXAS LAWYER TO FUND A SPECIAL NEEDS TRUST
With good tax breaks for annual gifts, a few contributors a year can start building an impressive fund
- Saving the Home with Long-Term Health Care Demands
But before a transfer is made, there are also income tax considerations which may significantly impact
- Don’t Be Shy: Talk to Parents About the Future
living trust may be a bit more expensive to create than a will, but it will let your parents do wise tax
- SKIP TAXES WITH A GENERATION SKIPPING TRUST WHEN PASSING ON YOUR WEALTH
top estate tax rate is 40 percent. entire estate down your children, the IRS will take 40 percent of the value that exceeds your estate tax Assuming Congress does not modify the standard estate tax rate, this also means that when your children Any nonexempt portion of your transfer to a generation skipping trust will only be taxed once before crafting a comprehensive estate plan A generation skipping trust can be a powerful tool to lower the tax
