Gifting and estate plans can be priorities at year-end
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
Tag: year-end planning
Consider strategies to take the bite out of the tax bill
There is still time for investors to implement tax-smart strategies before the close of the year.
Take action before year-end on these retirement strategies
Year-end planning presents an opportune time to focus on retirement strategies.
Tax-smart planning strategies for year-end
Consider strategies like gifting and required minimum distributions in year-end planning.
Five considerations for year-end planning
Here are several strategies that investors may use to try to reduce their tax bill.
It’s never too soon to talk about year-end planning
Consider these tax and estate-planning ideas for year-end planning.
Five year-end planning ideas that could reduce the tax bill
With tax bills among clients’ top concerns, year-end planning offers an opportune time to take advantage of tax-smart strategies and meet 2014 deadlines. Here are five year-end planning ideas that require action by December 31, 2014, that could help you identify ways to build your business. 1. Review required minimum distributions (RMDs). Many investors take
Tax bracket drives strategies
Before taxpayers select year-end planning strategies, it’s important to first calculate their individual tax bracket. The marginal tax bracket will determine which strategies could be beneficial and drive all other financial planning decisions. Chris Hennessey discusses the importance of understanding income levels, while highlighting some ideas for clients in different tax brackets. Consider different strategies:
Year-end retirement planning priorities
As investors review their investments in the coming weeks, retirement planning is a priority, especially those strategies that involve year-end deadlines. Chris Hennessey identifies several areas that require action before December 31. Retirees age 70½ or older must take required minimum distributions (RMDs) from individual retirement accounts or 401(k) plans by December 31. The Internal
The urgency behind year-end planning
The end of year is a critical time for financial planning — with many strategies having a December 31 deadline. Chris Hennessey explains why urgency about financial planning moves may be specific to the final quarter of the year, including: required minimum distributions, gifting, funding a 529 college savings plan, or reviewing asset allocations. Investors