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Dos and Don'ts of IRA Investing

Many people own substantial IRAs and have the bulk of their investment portfolios in IRAs. Some of these investors might not realize there are investments that are prohibited from IRAs and others are allowed but incur tax penalties. The issue of how to...

Published 04-03-2009 10:18 AM by Bob Carlson

Filed under: Bob Carson, IRA Benefits, Traditional IRA, Roth IRA, Carlson, Bob Carlson, income taxes, iras, ira distributions, real estate, retirement plan, retirement, retirement plans, employer stock, stock, selling a business, small business, stocks, investments, portfolios
Asset Declines=A Planning Opportunity

There is at least one silver lining in today's dark clouds—estate planning opportunities are being created. Falling market prices and low interest rates are a great combination for estate planners. If the price depression of the assets is temporary...

Published 02-13-2009 2:33 PM by Bob Carlson

Filed under: Estate Planning, estates, Estate tax, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, estate taxes, grandkids, real estate, annual exclusion, grandchildren, financial crisis, stock, stocks, investments, portfolios
A Fresh Look at Family Limited Partnerships

Family limited partnerships have been a key element in many estate plans for decades. The FLP provides an array of benefits to the estate owner, not the least of which are tax reduction plus continuing control of the assets. Those benefits and the popularity...

Published 09-26-2008 2:29 PM by Bob Carlson

Filed under: Bob Carson, Estate Planning, estates, Estate tax, tax-free gifts, taxable gifts, gifts, Carlson, Bob Carlson, wills, trusts, homes, estate taxes, grandkids, real estate, grandchildren, retirement, retirement plans, creditor protection, asset protection, business sales, selling a business, family limited partnerships, partnerships
Planning Tips for Family Businesses

Business owners have unique concerns in addition to the usual estate and retirement planning issues. Business owners fear their heirs might sell or dismantle the business or the wrong people might run it. Those results can be avoided, but the owner must...

Published 08-28-2008 2:44 PM by Bob Carlson

Filed under: Estate Planning, estates, Estate tax, Carlson, Bob Carlson, income taxes, estate taxes, real estate, retirement plan, retirement, retirement plans, business sales, selling a business, small business
Simple Steps to Shield Assets

Lawsuits, accidents, and other unexpected events can put personal assets at risk of loss. Protecting assets from these and other potential losses is a prime goal of many people. While expensive asset protection packages are available from various finance...

Published 07-25-2008 10:26 AM by Bob Carlson

Filed under: Estate Planning, IRA Benefits, estates, Carlson, Bob Carlson, iras, trusts, real estate, mortgages, retirement plans, insurance, lawsuits, annuities, creditor protection, asset protection
Time to Help the Grandkids Buy a Home

Home prices are down, and inventories of unsold homes are high in many areas. These are buyer’s markets. That makes this an ideal time to buy a home, or to help a grandchild buy that first home or move up to a larger home. Despite the decline in...

Published 07-11-2008 2:11 PM by Bob Carlson

Filed under: Estate Planning, gifts, homes, estate taxes, grandkids, real estate, annual exclusion, grandchildren

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Dos and Don'ts of IRA Investing

Asset Declines=A Planning Opportunity

A Fresh Look at Family Limited Partnerships

Planning Tips for Family Businesses

Simple Steps to Shield Assets

Time to Help the Grandkids Buy a Home