Economy & Markets
The important economic and stock market news that advisors need to know.
Proud to Be a Consumer
By Staff WriterMany people in the media talk about U.S. consumerism as if it's something evil, something we should all feel guilty about, something that's out of...
December 17, 2006
Income before MrIncome before Mr. Smith's Death Income after Mr. Smith's Death$3,000.00 - Rental Income $3,000.00 - Rental Income+$3,000.00 - Pension -$1,000.00 - Management Fee+$1,000.00 - ...
December 10, 2006
Distinguishing CRATs From CRUTsCharitable remainder trusts are typically categorized into 2 types, each being defined by the structure of the income stream. A charitable remainder annuity trust, or ...
December 10, 2006
Using VAs In A CRATA couple wants to take income from highly appreciated assets, give some of those assets to charity, avoid capital gains tax on the transfer and ...
December 10, 2006
Distinguishing CRATs From CRUTsCharitable remainder trusts are typically categorized into 2 types, each being defined by the structure of the income stream. A charitable remainder annuity trust, or ...
December 10, 2006
Using VAs In A CRATA couple wants to take income from highly appreciated assets, give some of those assets to charity, avoid capital gains tax on the transfer and ...
December 10, 2006
Untapped Opportunities For Charitably Minded Business OwnersThe era of personal responsibility has dawned upon us. For those questioning this sweeping statement, consider the demise of defined benefit plans, threats posed to ...
December 10, 2006
Untapped Opportunities For Charitably Minded Business OwnersThe era of personal responsibility has dawned upon us. For those questioning this sweeping statement, consider the demise of defined benefit plans, threats posed to ...