ARGI Insights

Why You Might Want to Create a Donor-Advised Fund

November 13th, 2018

Do you regularly donate to charities and other non-profit organizations? Then you may want to open a donor-advised fund.   Donor-advised funds are becoming popular. It is easy to see why. They offer potential tax perks, and in some instances, a chance to grow money set aside for charitable gifting.   It is all too Read more

Cash Flow Management

November 12th, 2018

You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve tomorrow’s goals, but those goals may not be realized without attention to cash flow, today.   Management of available cash flow is a key in any Read more

When is Social Security income taxable?

November 7th, 2018

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility.   Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above a certain yearly income level in that year. A second, higher yearly income threshold Read more

Tax Changes That May Be Overlooked

November 6th, 2018

Late last year, federal tax laws underwent sweeping changes. Nearly a year later, you can be forgiven for not keeping up with them all. Here is a look at some important (yet underrecognized) adjustments that may affect the numbers on your 2018 federal return.   First, most miscellaneous itemized deductions are gone. The Tax Cuts Read more

Taking a Loan from Your Retirement Plan = Bad Idea

November 5th, 2018

Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that because these loans are not only risky, but injurious, to your retirement planning.     A loan of this kind damages your retirement savings prospects. A 401(k), 403(b), or 457 should never be viewed like a savings or checking account. When Read more

Investing Means Tolerating Some Risk

November 1st, 2018

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place.   All true. If you want to accumulate significant retirement savings or try and grow your wealth through Read more

What if capital gains were indexed to inflation?

October 31st, 2018

Recently, President Trump and Secretary of the Treasury Steven Mnuchin both voiced their support for an intriguing idea: the indexing of capital gains.   The idea is not new; President George H.W. Bush’s administration briefly considered it in the early 1990s. It is certainly appealing, especially for wealthy investors. (More than 75% of Americans who Read more

Minimizing Probate When Setting Up Your Estate

October 29th, 2018

Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of a decedent’s assets. Probating a “routine” estate valued at $400,000 could cost as much as $20,000.    What do those fees Read more

Retirees, Check Your Withholding

October 24th, 2018

The Internal Revenue Service has a message for you. You may need to adjust the amount withheld from your paycheck or the size of your estimated tax payments because the agency is using new withholding tables this year. Should you underpay your taxes for 2018, you could be hit with a tax penalty in 2019. Read more

Have You Considered Charitable Gifting?

October 22nd, 2018

A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with potentially significant tax advantages.   Charitable Remainder Trusts (CRTs). Taxpayers with highly appreciated assets, such as stock portfolios or real estate holdings, are often hesitant to sell those assets Read more

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