Recently by Rita M. Danylchuk
Some Key Planning Opportunities Under The Pension Protection Act Of 2006
On August 17, 2006, the President signed into law The Pension Protection Act of 2006 (the 'Act'). While the Act itself is 900 pages and includes numerous changes to our country's pension laws, this article summarizes various highlights of the Act which provide individuals with estate and income tax...
Read MoreCharitable Remainder Trusts: Effective Planning For Retirement Assets
Individuals nearing retirement or who have already retired with an investment portfolio consisting of low basis assets may be concerned with the capital gains tax that must be paid on sale of these assets if a sale is necessary or desirable to provide liquidity in retirement or diversify an...
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