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Taxes

Avoiding Charitable IRA Beneciary Mistakes

Submitted by Madison Planning Group on October 31st, 2017

Avoiding Charitable IRA Beneficiary Mistakes in 5 Easy Steps

Can IRAs be used to benefit a charity?

IRA can be a great source of funds to provide a benefit for a favorite charity, but using these funds can create a number of traps that must be avoided in order to maximize benefits to both the charity and other IRA beneficiaries.

Tags:
  • Beneficiary
  • IRA
  • Taxes
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Ten Year End Tax Tips For 2017

Submitted by Madison Planning Group on October 25th, 2017

Ten Year-End Tax Tips for 2017

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

Tags:
  • Tax Season
  • Taxes
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Examining The Taxpaying Population: Where Do You Fit In?

Submitted by Madison Planning Group on September 28th, 2017

Examining the Taxpaying Population: Where Do You Fit In?

Every quarter, the Statistics of Income Division of the Internal Revenue Service (IRS) publishes financial statistics obtained from tax and information returns that have been filed with the federal government. Recently published reports reflect data gleaned from 2014 individual federal income tax returns.

Tags:
  • Tax Policies
  • Taxes
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Paying for College - Should You Use Your IRA Funds?

Submitted by Madison Planning Group on August 23rd, 2017

Paying for College – Should You Use Your IRA Funds?

It’s back to school time and the costs for college are quickly mounting. Where is the money going to come from? Many times individuals look to their retirement funds to pay higher education expenses. Can this be done and is it a smart move?

Tags:
  • College
  • College Loans
  • College Planning
  • IRA
  • Retirement
  • Taxes
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Future of the Federal Estate Tax

Submitted by Madison Planning Group on June 21st, 2017

Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax, the federal generation-skipping transfer (GST) tax, and the federal income tax basis rules.

Tags:
  • Estate Planning
  • Tax Policies
  • Taxes
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Gary attends Ed Slott Training in Kansas City

Submitted by Madison Planning Group on May 26th, 2017

Gary Schwartz, President & CEO of Madison Planning Group, Inc. completed his semiannual training from America’s IRA Experts with Ed Slott and Company, LLC in Kansas City, Missouri May 18-20, 2017.

Tags:
  • IRA
  • Retirement
  • Taxes
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What the Trump Tax Plan Means for Your Retirement

Submitted by Madison Planning Group on May 8th, 2017

By Sarah Brenner, IRA Analyst at Ed Slott*

On April 26, 2017, the Trump administration released its highly-anticipated tax reform plan. The administration said the goals of the plan include growing the economy, creating jobs and simplifying the tax code. The changes proposed are significant and if passed could have a major impact on your retirement planning.

Tags:
  • Retirement
  • Tax Policies
  • Taxes
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Tax and Health-Care Reform Back in the Spotlight

Submitted by Madison Planning Group on April 28th, 2017

Tax and Health-Care Reform Back in the Spotlight

Republican efforts to repeal and replace the Affordable Care Act (ACA) failed in late March.

Tags:
  • Budget
  • Healthcare
  • Tax Policies
  • Tax Proposal
  • Taxes
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Tax Benefits of Homeownership

Submitted by Madison Planning Group on April 26th, 2017

Tax Benefits of Homeownership

Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax benefits under state law.

Tags:
  • #HomePurchase
  • Taxes
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Spring Cleaning Your Finances

Submitted by Madison Planning Group on March 16th, 2017

Spring Cleaning Your Finances

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

Tags:
  • Budget
  • Loan Debt
  • Personal Finance
  • Taxes
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Securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC. Additional advisory services offered through Madison Advisory Services, Inc. Insurance services offered through Madison Planning Group. Royal Alliance Associates, Inc. is not affiliated with either entity. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
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