Monthly Archives: May 2012

Overview  Many taxpayers have the benefit of large IRA or qualified plan benefits that ultimately get rolled over into an IRA at retirement.  The reality is that many of these taxpayers rely on other sources of non-qualified assets to sustain … Continue reading →

Overview What are you waiting for? The tax time bomb is due to explode. On January 1, 2013, the top estate tax bracket increases from 35% to 55%. The exemption equivalent drops from $5.25 million-$1 million per taxpayer. Tax payers … Continue reading →