Retirees | FinancialServicesAlert.com

One way to lessen the gift-tax blow

December 14, 2010 by Jake Simms

The gift tax may hit some of your clients come April 15. But there is one way around it:

November 1, 2010 by Jake Simms

For clients who give away part of their IRA payouts to charity, let them know:

October 5, 2010 by Jake Simms

Fewer retirement-age folks are actually retiring these days — and it’s not just cash-strapped seniors either:

See what readers are saying...

Siegel has no Clue: Really Jeremy? 25% undervalued? When have you ever said they were expensive? Maybe you should check with GMO who has ...

David Pickett: QE3 might balance the budget while Congress does the political theater dance, some new sort of a Greek Tragedy!...

ethan: I'm not sure if I'd agree with going another round, but as you stated: "Unemployment is rising. Manufacturing is down. I...

Mark Aras: Let's try to NOT be creative by repeating last year's use of the term "qualitative easing" when everybody already unders...

e j boyson: Why buy Corporates @ 4% when once can buy decent Municipals @ 5%/6%/7%?...

Mark Thompson: In your article, do you mean to use the word quantitative as opposed to qualitative?...