Article Archive
Current Featured Article
September 2010
Qualified Employer Securities in Retirement Plans
Last month we discussed the unfavorable tax treatment afforded distributions from employer-sponsored retirement plans and IRAs. There is an important exception, however, to this harsh tax treatment.
Previous Articles
| Distribution of Employer Securities from a Qualified Retirement Plan |
| Two Attractive Gift Vehicles While IRS Discount Rates Are Low |
| Maximize Your Life Income |
| A Gift of Bonds Counteracts Inevitability of Rising Interest Rates |
| April 15, 2010: How Did You Do? |
| Repeal of the Federal Estate Tax for 2010: A Follow-Up on Last Month's Article |
| Federal Estate Tax—Where Art Thou? |
| To Convert to a Roth IRA or Not? |
| Tips on Timing Your Year-End Charitable Gift |
| Now That the Market Has Recovered Significantly from Its March Lows, There Is Still Time Left To … |
| “Backstopping” Your Gift Through an Estate Provision—Part Two |
| Current Status of Potential Estate- and Gift-Tax Changes |
| Energizing a Dormant Asset: The Deferred Variable Commercial Annuity Contract |
| “Backstopping” Your Gift Through an Estate Provision—Part One |
| Lock In Gain on Your Bonds with a Gift Annuity Before Interest Rates Rise |
| Your Home Can Provide Versatile Gift Options: Low Interest Rates Increase Your Benefits |
| Now Is the Time to Benefit Charity and Preserve Assets for Yourself or Heirs Later with a Charitable Lead Trust |
Next Steps
Back
©Planned Giving Content, Pentera Inc. All rights reserved.