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Phone: 212 390 8918
Fax: 212 390 8913

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77 Water Street, 8th floor New York, NY 10005

Address

Phone: 212 390 8918
Fax: 212 390 8913

Contact

info@larreawealth.com

E-mail

News Articles

Charitable Trust Tax Benefits

What are the tax benefits of charitable trusts? Americans give freely to support the causes they value, from churches, education, and the arts to medical research. Fortunately, current tax laws encourage and even reward philanthropy. Beyond the basic tax deductions...

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Required Minimum Distributions

What Is a Required Minimum Distribution? A required minimum distribution (RMD) is the annual amount that must be withdrawn from a traditional IRA or a qualified retirement plan (such as a 401(k), 403(b), and self-employed plans) after the account owner reaches the age...

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Retirement Plan Limits

How much money can I put into my IRA or employer-sponsored retirement plan? IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government. The limits are adjusted periodically to compensate for inflation and...

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Gift Tax

What Is the Gift Tax? The federal gift tax applies to gifts of property or money while the donor is living. The federal estate tax, on the other hand, applies to property conveyed to others (with the exception of a spouse) after a person’s death. The gift tax applies...

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Estate Tax

What Is the Estate Tax? The estate tax is a tax on property that transfers to others upon your death. Estate taxes are assessed on the total value of your estate — your home, stocks, bonds, life insurance, and other assets of value — that is over the applicable...

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Capital Gain Tax

What Is the Capital Gain Tax? Capital gains are the profits realized from the sale of capital assets such as stocks, bonds, and property. The capital gains tax is triggered only when an asset is sold, not while the asset is held by an investor. However, when a mutual...

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Types of Life Insurance

What Are the Basic Types of Life Insurance? One of the best ways to protect against the financial consequences of a primary wage earner’s premature death is life insurance. However, choosing from the many types of life insurance policies that are available can be a...

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Medicare Coverage

What Does Medicare Cover? Medicare is the federal health insurance program for persons age 65 and older as well as certain disabled individuals. In 1965, Medicare was enacted to provide a “safety net” of health-care coverage for qualifying individuals. Medicare is...

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Long-Term Care Costs

Am I Prepared for Long-Term Care Expenses? In general, Americans are not sufficiently prepared to pay for long-term care. Many of them go through their lives simply hoping that they won’t ever need it. Unfortunately, in the event that you or a loved one does need...

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Evaluating Insurance Companies

How Can I Determine the Financial Strength of My Insurance Company? How do you compare life insurance companies? What features do you examine? What criteria do you use? How do you know what to look for? Making sure that your insurance company is financially sound is...

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