How to Retire in Portugal
Retirement in Portugal is increasingly popular. People from EU and non-EU countries are planning to spend their golden years in Portugal. Portugal is an ideal place to retire in the sun, but it's much more [...]
How does a qualified personal residence trust (QPRT) work?
Ordinarily, if someone transfers assets in which he or she retains an interest, the value of the retained interest is ignored for gift tax purposes. In other words, the value of the gift is the [...]
IRA and Qualified Retirement Plan Beneficiary Designations
The object is to keep assets in the qualified plan or IRA and defer tax as long as possible. To do this, you delay distributions by the owner and name beneficiaries who qualify for extended [...]
Top Wealth Accumulation Secrets
Wealth accumulation is not a mystery; it's a process. A fortune requires tact and insight and a willingness to embrace being financially different. Below are some of the top wealth accumulation secrets and tips [...]
