Most adults recently surveyed in a recent Pew Research Center survey feel that the wealthy and corporations aren’t paying their fair share in taxes...
Health savings accounts (HSAs) offer a good retirement-savings tool for wealthy clients. Yet most owners of HSAs don’t take full advantage of the accounts, according to advisors...
Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say.
Statistics contradict the popular sentiment that the wealthy don't pay enough in taxes, they say.
Advisors say the ruling could interrupt tactics favored by many tax planners.
Advisors say those who earn more than $400,000 per year may need to think carefully about their tax strategies.
IRS rules allow grantors to swap trust assets to attain better tax treatment.
ABLE accounts provide the flexibility to access funds as needed, advisors say.
Private foundations can serve a variety of functions and can have endowments as small as $250,000, advisors say.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
