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Income In Respect of a Decedent

June 26, 2015

Taxpayers are generally required to recognize income for federal income tax purposes in the year in which it is received. If, however, someone dies before receiving income to which he or she is entitled, that income is not included on his or her final income tax return. Instead, such income, referred to as “income in…

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Investing in Bonds

June 11, 2012
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Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often underappreciated and underestimated. Why invest in bonds? Bonds can help diversify your investment portfolio. Interest payments from bonds can act as…

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Electing Early Social Security Retirement Benefits

April 9, 2012

You can elect to receive Social Security retirement benefits at age 62 instead of waiting until normal retirement age. Prerequisites You want to optimize your Social Security retirement income, and: You are at least age 62 You are fully insured for retirement benefits You have applied for early retirement benefits by contacting the Social Security…

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Family Limited Partnership (FLP): Business Succession Planning

April 2, 2012
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A family limited partnership (FLP) is a limited liability business entity created and governed by state law, and it is generally composed of two or more family members. It can be a powerful estate planning tool that (1) may help reduce income and transfer taxes, (2) lets you distribute assets to your heirs while keeping…

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Mid-Life Investing — Making the Most of Your Asset-Building Years

January 17, 2011
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As you move through your peak earning years, you’ll probably see your net worth steadily rise. At the same time, you’ll still have some work to do before you realize your financial goals. That’s why it’s important to have a solid plan in place. Here are some steps to help keep your portfolio on track.…

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