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Retirement Planning Education
Retirement Planning Education
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_irs-quietly-changes-the-rule-on-how-your-childrens-inheritance-will-be-taxed.webp "The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable trust is involved. In the last decade or so, more families have begun utilizing irrevocable trusts to protect their assets from spend-down in order to qualify for government benefits, such as Medicaid and VA Aid and Attendance.<br/><br/>Prior to the issuance of this ruling, it was unclear whether assets passing to beneficiaries through an irrevocable trust would receive a step-up in basis, thereby eliminating any capital gains taxes that would otherwise be owed. Historically, assets that are disposed of during an individual’s lifetime are subject to capital gains taxes on the increase in value of that asset over time. The amount of capital gains owed is determined largely by the difference between the value at the time of purchase and the value at the time of transfer.")
_the-tax-advantages-of-whole-life-insurance.webp "BetterWealth")
_why-is-life-insurance-tax-free.webp "Doug Andrew - 3 Dimensional Wealth")
_is-the-apple-watch-series-9-useful-when-travelling.webp "Tom's Guide looks at if the Apple Watch the ultimate travel companion? From navigating on Apple Map directions and Siri translations to currency conversions, Apple Pay, and more. Even the benefit of the Apple Watch Low Power Mode for the 14-hour flight from New York City halfway across the world. In this week-in-the-life video, Kate covers all the best Apple Watch features and tips for travel, and even makes a few adorable friends along the way.")
_is-life-insurance-tax-free.webp "America's Estate Planning Lawyers")
_reasons-why-a-pension-lump-sum-is-better-than-an-annuity-payment.webp "Lump sum or annuity payments? Single-life benefits or joint-and-survivor benefits? Once you explore the risks and hidden costs, the right pension answer for you could come down to control.")
_life-insurance-tax-benefits.webp "Rob Tetrault")
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