The precipitous drop in the real estate and securities markets has certainly been painful for many, yet there is a silver lining. Depressed asset values, low interest rates, and the likelihood of continuing federal estate taxes make certain federal estate tax planning strategies extremely attractive. Two such strategies are transfers to grantor retained annuity trusts (GRATs) and sales to intentionally defective grantor trusts (IDGTs). Both are "estate freeze" techniques, with each permitting the transfer of an asset's future appreciation without significant use of federal estate and gift tax exemptions. The GRAT is a creature of IRC Section 2702, whereby a taxpayer may transfer assets to a GRAT in return for the right to receive annuity payments for a term years. Advantages of the IDGT...
This paper examines financial learning in the workplace through employer provided, self-directed financial learning media, such as newsletters, print publications, software, and the Internet. Independent variables of interest also include an employee's use of family, friends, and co-workers as financial planning sources. The paper addresses whether the use of the personal sources relates to the use of the financial learning media, whether the media utilization affects an employee's financial knowledge, and whether genders influences these relationships. Results suggest that the social network influences utilization of employer-provided financial learning media which, in turn, increases actual retirement-specific and self-reported financial knowledge. Differences by gender appear for a n...
Proposed SRO Legislation is Overly Broad, Adds Costly Layer of Regulation for Investment Advisers WASHINGTON, Sept. 13, 2011 /PRNewswire-USNewswire/ -- The Financial Planning Coalition (the Coalition) told Congress today that the concept of creating a new self-regulatory organization (SRO) for investment advisers, as provided in the discussion draft released by House Financial Services Committee Chairman Spencer Bachus (R-Ala.), is unneeded; would add a layer of regulation and impose costs that could be particularly burdensome for small business owners; and may not significantly improve protection for investors.
As the United States goes into its ninth year of military action in Afghanistan and Iraq, financial planning for military personnel and their families has taken on unprecedented importance. Multiple deployments during the longest wartime period of U.S. history have added considerable strain to military family budgets already shaken by the worst economic downturn in 70 years. One of the smartest moves military personnel can make is a visit to a financial, tax or estate planner before or after a deployment, no matter how small their assets or how deep their current financial problems.
Dozens of DC Metro Financial Planners Will Offer Free Advice on Budgeting, Financial Planning, Debt Management, Paying for College, and More WASHINGTON, Sept. 29 /PRNewswire-USNewswire/ -- We've all heard that there's no free lunch, but in these challenging economic times, Washington D.C., metro area residents will be able to get free financial planning advice and guidance from professional financial planners at the D.C. Financial Planning Day. No strings attached. No business cards exchanged and no one will even follow up with a call.
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