Retirement & Financial Planning Report

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The Uniform Trust Code (UTC) is a model law, introduced in 2000, in an attempt to standardized states

Property prices have been rising steadily, to the benefit of investors. However, not every real estate investment will be a …More

Many local community foundations sponsor donor-advised funds. They also are offered by major financial firms such as Fidelity, Vanguard, and …More

If you itemize deductions on Schedule A of your federal tax return, you can deduct charitable donations. However, donations to …More

If you want to invest in stocks while deferring the tax bill, consider variable annuities. With a variable annuity, you …More

Long-term care (LTC) insurance has some disadvantages: If you never need the coverage, you

When a phone call from a broker interrupts your dinner, what sorts of investments are you likely to hear about …More

If you take money out of a tax-deferred retirement plan before age 59 1/2, you will owe a 10 percent …More

What are the best ways to give property such as art or collectibles to charity? Donate appreciated objects. If you …More

Fall housecleaning time also is a good time to re-evaluate your finances. Key items to consider: Retirement planning. Even if …More

Some

If you (or your children) have outstanding education loans, consolidation may permit borrowers to lock in low fixed interest rates. …More

In some situations, big banks offer good deals. You’re more likely to find free checking at a big bank than …More

Now that short-term interest rates are moving up, bank certificates of deposit (CDs) are paying higher yields. Some savvy moves …More

If you are among the co-beneficiaries of an IRA, you may want to divide up that inherited account so that …More

Selling your house yourself can help you save on broker commissions but there are three potential pitfalls: Asking price. You …More

Assisted living facilities can help your parents stay out of a nursing home when they no longer can live independently. …More

If you

You should earmark a certain percentage of your salary each month to a savings fund. To avoid the temptation to …More

When you buy investment real estate with borrowed money, ask for the debt to be

A modest Roth IRA contribution, if made early and invested well, will eventually be worth much more than a large …More

fedweek.com/Publications ELDERCARE: PROTECTING YOUR AGING PARENTS’ ASSETS AND PRESERVING YOUR OWN INHERITANCE- Completely Revised and Expanded Dear FEDweek Reader: I …More

Whole life, universal life, and variable life insurance policies are known as

You cannot add money from a custodial account to a non-custodial 529 college savings account for the beneficiary. This is …More

Europe may be getting more attention from investors in light of higher U.S. interest rate prospects. European economies have not …More

Family limited partnerships (FLPs) and family limited liability companies (LLCs) permit you to transfer assets to family members, usually younger …More

Naming your estate as IRA beneficiary seldom makes sense. If you die after the required beginning date (RBD) for minimum …More

Municipal bond funds offer attractive tax-exempt yields these days. However, when choosing among muni funds you should consider the fund

A popular approach to charitable giving is the donation of appreciated securities. You can enjoy significant tax benefits by contributing …More