529 Plan Frequently Asked Questions
529 Plan Frequently Asked Questions A 529 plan is a type of education savings plan. It comes with certain tax advantages. But often these plans are not used to the full. In this article, we will go over 529 [...]
Frequently Asked Questions About Special Needs Trusts
Frequently Asked Questions About Special Needs Trusts A special needs trust is a unique type of trust that allows a disabled individual to receive supplemental support without putting their eligibility for government benefits in jeopardy. In this article, we [...]
Alternative Minimum Tax
Alternative Minimum Tax Alternative minimum tax ensures that those with high income by ensuring they pay at least a minimum amount of tax. It prevents high net worth tax payers from over utilizing certain tax benefits to greatly limit [...]
What Happens to Your Annuity When You Die?
What Happens to Your Annuity When You Die? Annuities make payments to you while you are alive, but what happens to your annuity when you die? It will depend on what type of payout and beneficiary options you purchase. [...]
401k Plans vs 403b Plans
401k Plans vs 403b Plans 401k and 403b plans are both types of retirement accounts. They are offered by different types of employers. 401k plans are an offering from for-profit companies whereas 403b plans are an offering from nonprofits [...]