Are You Ready for Retirement? - As you head toward your post-work years, you may wonder at what point you'll be ready for retirement. One important factor to consider is Social Security. The longer you wait to start collecting after you become eligible at 62, the higher the amount you'll receive. …
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Digital Records and Privacy
Digital Records and Privacy - Digital assets include: Electronic communications — emails, social networking sites and blogs.Online reward programs.Financial accounts.Documents stored in the cloud.Income-generating websites or blogs.Digital collections — music files, photographs and …
The Spousal Lifetime Access Trust
The Spousal Lifetime Access Trust - A spousal lifetime access trust (SLAT) is an irrevocable trust that authorizes the trustee to make distributions to a spouse if a need arises. It can be designed to benefit one's children, grandchildren or future generations. A lifetime gift tax and a …
Myths of the Estate Tax
Myths of the Estate Tax - If you think you can avoid the federal estate tax, you're probably right. The federal estate tax applies to Americans only if their estates total more than $11.7 million for individuals and $23.4 million for couples. For these very wealthy families, the rate can go as …
Capital Gains and Home Sales
Capital Gains and Home Sales - There's a good chance that the profit from your home sale will not be taxable. Unmarried individuals can exclude up to $250,000 in profits from capital gains tax when they sell their primary personal residences, thanks to a home sales exclusion provided for by the …
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