Latest articles by Evan T. Beach, CFP®, AWMA®
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4 Estate Strategies for Affluent Retirees Under the SECURE Act
IRAs Successful estate planning takes taxes into consideration, and some significant retirement legislation that just became law changes the equation on that. Here are four specific ways to protect your heirs and yourself.
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Giving to Charity: Strategies to Ensure a Tax and Human Benefit Under New Tax Law
tax law Changes to the tax law in 2018 have taken away most people's ability to deduct charitable contributions. But there are still a few options to consider in order to give and still receive.
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Winners and Losers in the New Tax Law (Including #MeToo)
tax law When dissecting who will benefit and who will pay more under the new tax law, it's enlightening to look beyond the obvious.
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