Sept. 18, 2015 Charitable Giving: A Potential Win-Win-Win in Reducing Your Tax Burden
According to the National Philanthropic Trust, 95.4 percent of U.S. households give to charity.Read more
Aug. 18, 2015 The Stretch IRA Wealth-Transfer Strategy
An IRA is a great idea, but there are multiple ways to set one up. Our partners at Jackson National believe a stretch IRA can be more beneficial than a lump sum. Click the images below to enlarge the article!Read more
July 27, 2015 Where Do You Think Taxes Will Go?
Brought to you by Jackson National, the infographic below analyzes the relationship between tax rates and government spending.Read more