Most retirees know that when they reach the age of 70 ½, they may have to start taking distributions from their retirement accounts. Most people think this is a must, but it’s not necessarily. Learn more details about the different ways to delay or not be required to take the distributions.
Transitioning Business Ownership: Tax-Smart Gift Strategies
Many business owners are looking to transition their business to the next generation. Gifting shares in the business stock is one way to do this and now is an opportune time to start planning. A...