Whitepapers
Is It Time to Rethink Your IRA Strategy?
Is It Time to Rethink Your IRA Strategy? In general, IRAs are more useful in estate planning than employer-sponsored plans because IRA assets can generally be divided among multiple beneficiaries, each of whom can maintain tax-advantaged investment management during their
Understanding Inheritance Taxes
Understanding Inheritance Taxes For nonspousal heirs, estates worth $2 million or less are exempt from federal estate taxes for the 2008 tax year. During 2009, the exemption increases to $3.5 million. If you have inherited an estate from a loved one, it's important to understand
Inheriting Retirement Assets: What You Need to Know
Inheriting Retirement Assets: What You Need to Know When retirement plan assets are left intact within an estate, spousal beneficiaries may inherit the money without paying federal estate or income taxes. Your options in managing assets that you inherit from a loved one's
Five Strategies for Tax-Efficient Investing
Five Strategies for Tax-Efficient Investing You may be able to use losses within your investment portfolio to help offset realized gains. If your losses exceed your gains, you can offset up to $3,000 per year of the difference against ordinary income. After factoring in federal
Earn Tax-Free Income with Municipal Bonds
Earn Tax-Free Income with Municipal Bonds Municipal bonds react to changes in interest rates, which is why many analysts recommend holding short- to intermediate-term bonds, because they are less vulnerable to changing interest rates. Municipal bonds, frequently issued by state or
Page:
Refine by Topic:
- County Taxations & State Taxations (2)
- Indirect Taxation (1)
- Local Taxations (2)
- National Taxations & Federal Taxations (2)
Refine by Content Type:
Refine by Source:
- www.suntrust.com (5)
