TAX ALPHA® CHECKLIST BEST INCOME TAX …
© 2014 Keebler Tax & Wealth Education, Inc. All Rights Reserved. CHARITABLE PLANNING STRATEGIES 33. Consider gifting appreciated securities to a …
Download TAX ALPHA® CHECKLIST BEST INCOME TAX …
Information
Domain:
Source:
Link to this page:
Documents from same domain
Quick Guide to Generation Skipping Transfer (GST) …
www.keeblerandassociates.comGST Issues • $5 million exemption in 2011 & 2012 (exemption in 2012 indexed for inflation). • 35% GST rate in 2011 & 2012. • Unless further legislation passed, returns to $1 million (adjusted for inflation) exemption and 55% tax rate in 2013.
Tax-Efficient DrawDownTM Strategies
www.keeblerandassociates.comAccounts which need to be aggregated for basis recovery •Roth IRAs – basis out first •Traditional IRAs – basis pro-rated Accounts which do not need to be aggregated for basis recovery •Life insurance – basis out first •Qualified retirement plans (e.g. 401(k) plan) – basis pro-rated •Non-qualified deferred annuities (annuitized) – basis pro-rated
Whose Life Expectancy Is It, Anyway? Determining …
www.keeblerandassociates.comJOURNAL OF RETIREMENT PLANNING 31 July–August 2008 requires the trustee to distribute to the trust benefi - ciary any and all amounts withdrawn from the IRA. Thus, in a conduit trust, IRA assets are not allowed
Asset Protection Planning to Keep Creditors and …
www.keeblerandassociates.comJOURNAL OF RETIREMENT PLANNING 53 September – October 2007 ®2007 R.S. Keebler Robert S. Keebler, CPA, M.S.T., is a Partner with Virchow, Krause & Company, LLP, in Green Bay, Wisconsin. Asset Protection Planning to Keep
For discussion purposes only. This chart does not ...
www.keeblerandassociates.com©2012 Keebler Tax & Wealth Education All Rights Reserved www.keeblerandassociates.com For discussion purposes only.
TRADITIONAL IRA DISTRIBUTION FLOWCHART
www.keeblerandassociates.comTRADITIONAL IRA DISTRIBUTION FLOWCHART For discussion purposes only. This chart does not represent tax, accounting, or legal advice and is intended to provide generic and general information about the laws applicable to retirement benefits.