By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Donating Appreciated Stock vs. Using a Qualified Charitable Distribution – which option is right for you? For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit. Two of the most popular options are donating appreciated stock and […]
Webinar: Planning for Social Security Benefits
Webinar: Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including: * eligibility of benefits, * how benefits are calculated, * benefit claiming strategies, and * the current outlook of Social Security. RSVP to Colleen@ShakespeareWM.com WHEN Wednesday, […]
Planning Strategies Under a Lower Estate Tax Exemption
By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Estate tax planning has seen dramatic changes over the past 20 years. In 2000, the estate tax exemption was just $675,000 with a top estate tax rate of 55%. Today, the exemption is at an all-time high of $11,700,000 with a top tax rate of 40%. Considering the exemption […]
Brian’s Tip of the Month July 2021
Inheriting a Health Savings Account (HSA) What happens to a Health Savings Account (HSA) when the owner of the account passes away? The popularity of Health Savings Accounts (HSAs) continues to grow. The numerous tax benefits (tax deductible contributions, tax-deferred growth, AND tax-free distributions for qualified expenses) are attractive to many families. As health care […]
