by Judy Esau | Aug 15, 2014 | Tax Awareness
What are Virginia Conservation Tax Credits? The state of Virginia provides a tax incentive for the owners of undeveloped land to keep that land in its undeveloped state. If the owner of land that meets Virginia’s public conservation criteria decides to retire...
by Judy Esau | Jul 10, 2013 | Market Outlook, Portfolio Research, Tax Awareness
In the recent past, annuity investments were generally frowned upon by advisors, due largely to their inflexibility, fees and the use of them inside retirement programs that were already tax sheltered programs. Limitations with regard to survivorship options,...
by Judy Esau | Jul 31, 2012 | Portfolio Research, Tax Awareness
What Are Municipal Bonds? Municipal bonds are bonds issued by city, county, and state governments to fund local projects such as highways, schools, and hospitals. There are two main types of municipal bonds: General Obligation and Revenue Bonds. General Obligation...
by Judy Esau | Jan 12, 2012 | Retirement Planning, Tax Awareness
This year holds many changes for tax implications on several different fronts. One change that we are discussing with our clients is the Roth Conversion and how this will affect financial and estate planning goals. Until this year, any individual whose adjusted gross...
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