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Articles To Help Your Planning

As a service to Centier clients, we are pleased to provide published articles on a variety of topics concerning your financial planning.

Ask A Trust Officer - "Carryover Basis"

What is “carryover basis”? Is this something I need to know about or plan for?

Information Overload

Over the years, employers have taken many steps to improve 401(k) plans, to make them more attractive to participants and to encourage higher participation rates. One of those steps was to increase the number of investment choices available, so that each participant would be more likely to find an investment alternative exactly to his or her taste.

Reasonable Excuses

Taxpayers are free to move money from one IRA to another, so long as they complete the transaction within 60 days. If they hold on to the funds for 61 days, they have a taxable distribution on their hands, and possible penalty taxes as well.

The Residuary Clause

A recent IRS private letter ruling provides a timely reminder on the importance of understanding your will.

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