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What Are Grantor Retained Annuity Trusts (GRATs)?
Here we discuss what GRATs are and who they might be suitable for, as well as their pros and cons.
Here we discuss what GRATs are and who they might be suitable for, as well as their pros and cons.
I recently participated in a 5K Walk/Run to raise awareness and funds to support the needs of patients with a brain tumor and their families. It's was a great race filled with friends and family.
No one opens and contributes to a workplace savings account like a 401(k) or a 403(b) expecting to need their hard-earned savings before retirement. But if you find you need money, and no other sources are available, your 401(k) could be an option. The key is to keep your eye on the long-term even as you deal with short-term needs, so you can retire when and how you want.
Capital gains taxes apply to more than stocks. And the amount you pay will depend on a variety of factors. Here's how capital gains taxes work and a few methods you can use for reducing them.
The taxation of U.S Savings Bonds is surprisingly complex for an investment that was supposed to be simple.
As the undercurrents driving many successful YTD market themes lose momentum, we're battening down the hatches with a three-percent reduction to our equity overweight, a surgically timed move to more nimbly navigate the choppy waters that have historically characterized the final act of election season.