A Unique Strategy To Give To Your Heirs And To Charity
By Martin L. Pierce, FTMQuarterly Contributor
A common estate planning dilemma is deciding whether to leave your assets to charity, to your heirs, or both. In many cases, there may not be enough assets to leave a substantial amount to both charity and heirs. Therefore, the individual must decide one or the other. However, with some creative planning, there is actually a way to include both in your legacy by combining the forces of two powerful estate planning tools.
Podcast: Play in new window
| Download (Duration: 27:21 — 25.0MB)
How to Prepare Your Investments for Changes in the Tax Code
Changes to the tax code may be coming…
How should you prepare your investments for changes in the tax code? President Obama wants lower corporate tax rates and increased dividend taxes. How should you respond? What steps can you take now to prepare for these potential changes? Jay Peroni, CFP, shows you a strategy and helps you find 10 dividend paying companies worth a closer look. Then, Jay gets to your questions about silver, 401(k)s, and the possibility of more economic stimulus.
____________________________________________________
Looking for Investment Advice on Your 401(k)? Learn More Here
_________________________________________
Podcast: Play in new window
| Download (Duration: 27:15 — 24.9MB)
Obama Wants to Raise Taxes – Here’s What You Need To Know
On today’s show, Jay checks in on the markets as the Dow inches closer to 13,000, the S&P nears 1,400, and Nasdaq is on the verge of 3,000. What’s next, and what should you be watching for?
_________________________________________
How to Reduce (or Eliminate) the Taxes on Your Social Security Income
_________________________________________
Then Jay looks at Obama’s budget and what sharp tax increases you need to watch for. Jay says “Cut spending first!” Lastly, Jay gets to your questions on faith-based investing…what to watch out for with high dividend stocks, and when to convert an IRA to a ROTH.
Podcast: Play in new window
| Download (Duration: 2:51 — 2.4MB)
Most Defined Pension Plans give you a choice of how you can take your payment when you retire. Listen to this week’s Retirement Minute to discover how to make smart decisions when it comes to your pension.
Click here to learn more
Podcast: Play in new window
| Download (Duration: 35:19 — 32.3MB)
Today, Jay discusses several ways you can potentially save money on taxes in 2012, including strategies for saving money, shifting income, and reducing taxes on your 401Ks, IRAs, and Roths.
Thinking of retiring in 2012? In the second half of the show Jay looks at 5 questions you need to ask BEFORE you retire.
Twentysomethings will need to save much more than their parents did for retirement. Here are some ways 20- and 30-somethings can get on track to retire comfortably.
Read the article…
A handful of countries offer “instant” citizenship in return for an economic contribution. Here’s a quick look at why you may want to consider diversifying your citizenship.
Read the article…
The only way to win a game is to first understand the rules. Here’s a brief list of four tax strategies used by those who understand “the rules of the game” to create tax-free income and to lower your annual tax bill.
