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Category: Planning for Tax Minimization

Asset Protection Mistakes – 13 Tips

25 March, 2007

These days, just about everyone should take care to protect their assets from possible lawsuits or other problems. Here are 13 things to watch out for: 1. Don’t keep money in a joint account, even

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How to S T R E T C H Your IRA

25 March, 2007

The stretch IRA concept is a wealth-transfer strategy that can help you extend the period of tax-deferred earnings on your retirement assets. After the owner of the IRA dies, the beneficiaries will also have the

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Stretching Your IRA to the Next Generation

5 February, 2006

It’s no secret that retirement accounts come in all shapes and sizes … from the account that is strictly set aside to generate retirement income to an account earmarked for heirs. For those intending to

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