Taxes

  • Lower you taxes: Five senior tax strategies

    Aug 15, 2018 | Posted by the Editor, SeniorInsider

    One of the senior tax strategies few seniors are actually aware of is called asset positioning. This is where you figure our where to place your investments so you pay as little tax as possible. One of the important senior tax strategies for retirees is something called asset positioning. This basically means you need to figure out what investments to place in which accounts so that you’re paying the lowest tax possible.

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  • Top 10 tax preparation tips

    Aug 15, 2018 | Posted by the Editor, SeniorInsider

    Whether seniors pay for their tax preparation or go the do-it-yourself route, there are many important tax issues which are easy to miss or to be unaware of. The following 10 tax tips include those that are the most easily missed and frequently encountered tax preparation issues. Because the current $5 million federal estate tax exclusion regarding gift tax is not applicable for the majority of seniors, gift tax was not included in tax preparation tax tips.

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  • Five smart strategies in working with an estate planning attorney

    Aug 15, 2018 | Posted by the Editor, SeniorInsider

    In an ideal world, with an ideal family, you would never need the services of an estate planning attorney. In that ideal world there would be no conflicts, feuds or hard feelings regarding your wishes in leaving your assets to the people you choose. Family harmony can often boil down to assets and heirlooms, and in the interest of avoiding this, an estate planning attorney could be your best choice.

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