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Showing 17–18 of 18 results
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Private foundations – They’re not just for the rich and famous
January / February 2009
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 592
Abstract: The general perception of private foundations is that they’re only for the wealthy. In fact, private foundations can be an effective strategy for creating a family legacy of giving. There is no official minimum and a person may be able to effectively establish a foundation with an initial contribution as low as $250,000. This article explores the benefits (and a few drawbacks) of creating a private foundation.
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Is tax-free investing really tax-free?
September / October 2008
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 592
Abstract: Investing in tax-exempt securities such as municipal bonds can be a great strategy, especially if you’re in a high tax bracket. But this strategy can backfire if you’re not careful. Sometimes “tax-free” isn’t as free as it seems. This article explains how to evaluate the tax-effectiveness of municipal bonds and tax traps to watch out for.