Library

Solving the annuity puzzle

March 5, 2018

Americans hold billions of dollars in annuities, yet they are widely misunderstood. Used properly, an annuity can serve valuable purposes in personal…read more

Win With a Roth IRA Reversal

January 24, 2018

IRAs mainly come in two broad categories: traditional and Roth. Traditional IRAs may be funded with pre-tax or after-tax dollars and are…read more

Year-End Business Tax Planning

January 5, 2018

IRC Section 179 permits “expensing,” or first-year tax deduction, of outlays for business equipment that otherwise would be recovered through depreciation over…read more