Given the current economic and political environment, many retirees are worried about their future.
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Get answers to your questions about gifting, donating and retiring to help you…
1
Bypass the “gift tax” that can occur when
giving money to family members and friends
2
Be aware of when you should not put your
children on your bank accounts and property titles
3
Donate to charity (including tithing) tax-efficiently
4
Understand how donating your stocks, bonds,
mutual funds and ETFs may be more taxadvantageous
than making cash donations
5
Avoid being pushed to a higher tax bracket by making Qualified Charitable Distributions (QCDs)
6
Maintain your purchasing power during times of high inflation and market volatility
7
Protect your estate from long-term care expenses while remaining in your own home
8
Recognize why a living trust may be more effective than a regular will and why you may need one
9
Determine how much you should withdraw for your Required Minimum Distribution (before December 31st) to avoid a 50% tax penalty
10
Allow your children to grow their inheritance, for up to 10 years after you pass away, tax-free
Robert J. Beck, CPA
Retirement Planning
WEALTH MANAGEMENT CPAs
With nearly 20 years of experience, Rob has helped famous actors, large banks, business leaders and many in the community navigate the complex tax code and enjoy a wonderful retirement. Under his leadership, Accounting Today ranked Wealth Management CPAs as one of "The Top 150 Firms by AUM – The Annual Wealth Magnets Ranking of the Leading CPA Financial Planners" in the country.
Tamra Williams
Retirement Resources
WEALTH MANAGEMENT CPAs
Tamra is dedicated to helping people learn about valuable benefits and resources that are available to them in retirement. She has assisted people from all walks of life achieve their goals. She has helped to ensure that individuals and families in the Salt Lake Valley have adequate access to Retirement Resources when they need them most.
