Pros and Cons of Charitable Lead Trusts
If you are looking to save estate taxes in certain situations, check this out:
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Happy 4th of July everyone!
There will not be a Tax and Money Tip of the Week this week. We would just like to take the time to wish everyone a safe and happy 4th of July!
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Pros and Cons of Charitable Remainder Trusts and Charitable Lead Trusts
From Broadbridge, here is a great summary of CRTs and CLTs for clients considering charitable gifts and potentially saving estate taxes:
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Pros and Cons of Grantor Retained Annuity Trusts (GRATs)
From Broadbridge, here is a great summary regarding GRATs:
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Understanding Annuity Expenses
Here is a great article on understanding expenses of annuities:
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Explaining the Basics of Annuities
Here is our introduction to the basics of annuities:
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Long Term Care Insurance
A catastrophic injury or debilitating disease that requires you to enter a nursing home can destroy your best-laid financial plans. You will need to decide whether to take out a long-term care insurance policy that may cover nursing home care, home health care, adult day care, respite care, and residential care. If you decide to purchase such a policy, you’ll need to choose the best time to do so.
Typically, unless you have a chronic condition that makes you more likely to require long-term care, there is generally no reason to begin thinking about this issue before age 50. Usually, there is no reason to purchase such a policy before age 60, but it is less expensive generally in your 50’s.
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Laddering CDs – Reducing Interest Rate Risk and Spreading It Out
For how to ladder your CDs, see this link!
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
How to Spot New Stock Market Uptrends
From Investor’s Business Daily, see how to spot stock market uptrends.
Spotting Stock Market Uptrends
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Best and Worst 529 Plans: Morningstar
If you have a 529 Education Savings Plan, check this out:
Six Plans Standout, Seven Have Room for Improvement
Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.
Mark Vitek, CPA/PFS, CFP®
…until next week.
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