Investments

Tax planning tips for 2016 investment income

The 3.8% Net Investment Income Tax (3.8% NIIT) is imposed on net investment income of higher-income individuals. This tax applies to individuals with modified adjusted gross income (MAGI) exceeding... Read More

Be prepared for the unexpected

Have you ever thought about what could happen if you were hit with a large claim against you for property damage or personal injury?  Like most people, you likely... Read More

Charitable giving from IRA now easier

Giving to charity just became a little easier for those over the age 70. The PATH Act of 2015 made permanent the popular Qualified Charitable Distribution (QCD), which allows... Read More