Every couple seems to have one person in the financial driver’s seat. This is usually not a question of power or who earns the most, but a rational response to the complexity of our lives. Today’s families deal with several…
Escape Taxes for Generations
New Roth IRA rules this year invite high income earners to join the tax-free party. For them, it’s an income and estate planning opportunity nonpareil. If you have the wherewithal and will to let your Roth span generations, it could…