On December 20, 2019, the Setting Up Every Community Up for Retirement Enhancement (SECURE Act) was passed into law. While the law made a substantial number of revisions to the rules for retirement ...
The recent rising 7520/AFR interest rate impacts the present value of a fixed annuity, and what this has implied as yields on mid-term Treasuries rose rapidly in recent months for tax planning ...
Proposed regulations thwart a capital-gain-avoidance plan. The plan purports to avoid capital gain for a life (or term-of-years) beneficiary of a charitable remainder unitrust (CRUT) or annuity trust ...
Kenneth Johnson ‘71 grew up in a blue collar family in Walpole, Massachusetts. In 1967, Bates College offered him a full scholarship to attend over 4 years, and he readily accepted. “I’m forever ...
As we mentioned in our recent article on 3 Billionaire Habits, successful investors often have a desire -- bordering on a compulsion -- to donate their wealth to a charitable cause. Luckily, ...
When Terrence Hahn left Honeywell as head of its home and building technologies division this year, he had amassed a lot of company stock over 11 years and was facing a huge capital gains tax bill if ...
In a recent Private Letter Ruling, (PLR 201845014 (released Nov. 9, 2018)), the Internal Revenue Service ruled that you can’t get around the rule that payments from a charitable unitrust can’t go ...
Americans are well-known for their propensity to give, with charitable donations hitting a record high of $358 billion in 2014 according to the Giving USA Foundation. The challenge that many would-be ...
A charitable remainder unitrust is a separately invested and managed trust that pays a percentage of the principal, revalued annually, to you, your spouse, or other beneficiaries for life or for a ...
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