Estate Planning

The True “Insanity” of the Build Back Better Act: IRA Tax Punishment to Non-Wealthy

Estate Planning, Recent News, Self Directed IRA, Tax, Uncategorized

Sen. Joe Manchin, D-W.Va. (9/29/21): “What I have made clear to the President and Democratic leaders is that spending trillions more on new and expanded government programs, when we can’t even pay for the essential social programs, like Social Security and Medicare, is the definition of fiscal insanity.” Rep. Ilhan Omar, D-Minn (9/30/21): “Trying to … Continue reading The True “Insanity” of the Build Back Better Act: IRA Tax Punishment to Non-Wealthy →

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Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition)

Estate Planning, Recent News, Self Directed IRA, Tax, ,

I am very proud to announce the release of the 8th Edition of Life and Death Planning for Retirement Benefits, by Natalie B. Choate.  Natalie is an extremely well-respected tax attorney in Boston, MA.  For many years, her book has served as a THE AUTHORITY for estate planning and tax attorneys related to the legal … Continue reading Warren L. Baker featured as self-directed IRA expert in Natalie Choate’s new book “Life and Death Planning for Retirement Benefits” (8th Edition) →

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THE TAX CUT AND JOBS ACT OF 2017:  Highlights and Estate Planning Considerations

Estate Planning, Recent News

THE TAX CUT AND JOBS ACT OF 2017:  Highlights and Estate Planning Considerations Just three weeks after the Tax Cut and Jobs Act of 2017 was introduced, the final bill was passed on December 20, 2017, and signed into law on December 22nd.  This comprehensive tax overhaul dramatically changes the rules governing the taxation of … Continue reading THE TAX CUT AND JOBS ACT OF 2017:  Highlights and Estate Planning Considerations →

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Higher Taxes Don’t Scare Millionaires Into Fleeing Their Homes After All – Bloomberg

Estate Planning, Recent News, Tax

If you raise rates on the rich, will you lose them to other states?  A study of 45 million IRS records suggests it doesn’t work that way. The researchers analyzed 45 million tax records, covering every filer who reported income of at least $1 million in any year from 1999 to 2011, and found that the rich are in … Continue reading Higher Taxes Don’t Scare Millionaires Into Fleeing Their Homes After All – Bloomberg →

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