by elegantcoders | Aug 31, 2019 | March
Succession Plans Often Hinge on Reliable Valuation The “fair market value” of a business is a price that is acceptable to a willing buyer and seller, neither of whom is under any compulsion to complete the transaction, and with both parties having reasonable knowledge...
by elegantcoders | Aug 31, 2019 | March
Estate Taxes: Should a Trust Own Your Life Insurance? Federal estate taxes became less of a concern for many families when the 2017 Tax Cuts and Jobs Act doubled the estate tax exemption. In 2019, a 40% tax rate applies only to taxable estate assets exceeding the...
by elegantcoders | Aug 31, 2019 | March
Bridging the Gap Between Retirement and Medicare Eligibility Almost seven out of 10 retirees left the workforce before reaching the Medicare eligibility age of 65. Most current workers expect to retire at 65 or later, but retirees’ experiences suggest this may not be...
by elegantcoders | Aug 31, 2019 | March
IPOs: Consider the Risks Behind the Hype An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling good about their financial prospects and are more inclined to take on the risk...
by elegantcoders | Aug 31, 2019 | March
Taking a Team Approach to Retirement Savings Now that it’s common for families to have two wage earners, many married couples accumulate assets in separate accounts. They might each have savings in an employer-sponsored plan and perhaps one or more IRAs as well. Even...
by elegantcoders | Aug 31, 2019 | March
Keeping an Eye on Heavy Corporate Debt The opportunity to borrow at low interest rates has enticed corporations to issue more than $1.0 trillion in bonds every year since 2010. By the end of 2018, corporate balance sheets were carrying $9.1 trillion in debt, up from...
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