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: Social Network Investing
DEAR TRUST OFFICER: I’ve heard that soon we’ll be seeing legitimate investment offerings on LinkedIn and Facebook. Is that true?—SOCIAL NETWORK SKEPTIC
When Estate Planning Becomes Basis Planning
Old conventional wisdom: Minimize estate and/or inheritance taxes by making lifetime transfers and taking appropriate steps to reduce the taxable value of transfers. New conventional wisdom for many “smaller” estates: Avoid lifetime transfers, especially of appreciated assets, and maximize asset values at death.
A Tweak to the Rollover Rules
Taxpayers are allowed to make one tax-free IRA rollover per year. IRS Publication 590 states that the rule applies per IRA. As it turns out, Publication 590 is wrong.
Profits and the Economy
In late March, the Commerce Department reported that after-tax corporate profits were up 4.8% in the last quarter of 2013.