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Effective for tax years beginning after 2009, Congress has removed the adjusted gross income-based restrictions on conversions from a traditional IRA to a Roth IRA. This will allow individuals with balances in a pension plan or an IRA to transfer those amounts to a Roth IRA, notw...
Determine Which Expenses are Personal and Which are Business Use. All of the expenses must be allocated between business use and nondeductible personal use. Use of an automobile for commuting to and
Understand the History The "repeal" of the federal estate tax in 2010 is one step in a larger scheme enacted by Congress in 2001 which gradually increased the estate tax and generation skipping trans
Consider the Possibility of Your Incapacity at Some Point in the Future The first major benefit achieved by creating a revocable living trust is the establishment of a mechanism to provide for your i
Understand the Issues Creating a durable power of attorney ensures that someone you trust (usually called your "agent" or your "attorney-in-fact") will be on hand to manage the many financial tasks t
Address emotional concerns so that estate planning issues may be resolved Despite the importance of addressing the estate planning needs and concerns of a remarrying couple, the issues are often avoi