Investment Management

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14
Oct, 2014 By MJM

Section 529 Qualified Tuition Plan

SECTION 529 QUALIFIED TUITION PLAN Click here for PDF version The 2001 Tax Act has expanded and improved upon provisions regarding tax-deferred college savings plans. IRC Section 529 provides tax-exempt status to two types of programs established and maintained by Learn more
04
Aug, 2014 By MJM

Gift Tax Free Investment Accumulation Trust

Gift Tax Free Investment Accumulation Trust Click here for PDF version IRREVOCABLE TRUSTS FOR CHILDREN OR GRANDCHILDREN aka Investment Accumulation Trust One of the simplest ways to transfer wealth to family members is by taking advantage of the gift tax Learn more