Market news, retirement advice & planning tips.

Tax Planning

What Is the Estate Tax?

The estate tax is a tax on property that transfers to others upon your death. Estate taxes are assessed on the total value of your estate — your home, stocks,…
Ken
February 13, 2014
Tax Planning

What Is the Gift Tax?

The federal gift tax applies to gifts of property or money while the donor is living. The federal estate tax, on the other hand, applies to property conveyed to others…
Ken
February 12, 2014
Tax Planning

What Is Tax Deferral?

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account. Tax deferral is encouraged by…
Ken
February 12, 2014
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