Changes in IRS regulations will impact IRA inheritances and will have tax implications for beneficiaries.
A Donor-Advised Fund is a popular, flexible, and tax-efficient way to contribute to your favorite charities.
HSAs are accounts that work in conjunction with an HSA-eligible health plan to allow employees to cover qualified medical expenses. If you put money in an HSA and use that money to pay for a qualified medical expense anytime now or in the future, you’ll never pay federal taxes on that money.
Brian Laible, Co-founder, Partner and Shareholder of Landmark Wealth Management, discusses how tax bracket management is an effective tool for wealth enhancement and lowering client taxes. Originally published in Investments and Wealth Monitor, May/June 2015.
Brian Laible, CPA, CFP®, CIMA® at Landmark Wealth Management, shares his expertise on strategic asset location, and how fine-tuning where these investments are held can increase overall wealth for a client. Originally published in Investments and Wealth Monitor, January/February 2015.