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Grace Advisory Group

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Direct tuition payments benefit your grandchild and your estate plan

April 24, 2017

Grandparents often want to play a role in financing their grandchildren’s education. If you’re one of them, it’s important to consider the impact that different financing options will have on your estate plan. Make direct tuition payments A simple but effective technique is to make tuition payments on behalf of your grandchild. So long as…

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Vacation homes should keep families together, not tear them apart

April 12, 2017

A shared family vacation home can be a great place for family bonding. And a little estate planning can go a long way toward avoiding conflict and keeping the home in the family. Who owns it and how? All family members must understand who actually owns the home. Family members sharing the home will more…

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7 IRA Questions to Ask Before You File Your Tax Return

March 21, 2017

1) Did you make a deductible IRA contribution for 2016? If yes, make sure the deduction is reflected on line 32 of your Form 1040. 2) Did you make a non-deductible IRA contribution for 2016? If yes, make sure the contribution is reported on Form 8606. The contribution will not, however, be reported anywhere on your Form…

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COULD A TAX-FREE EXCHANGE HELP COVER LTC INSURANCE COSTS?

March 16, 2017

No estate plan is complete without considering long-term care (LTC) expenses and how to pay for them. LTC insurance is an option, but these policies can be expensive. One solution is to use a total or partial tax-free exchange of an existing life insurance policy or annuity contract. Reviewing the history For many years, Internal…

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Things to Tell Your Tax Preparer During Tax Season

March 16, 2017

Any time you get a 1099-R for a retirement plan transaction, make sure you give it to your tax preparer. The IRS gets copies of your 1099-Rs, so they need to be included on your income tax return. They cannot be ignored, even if they are for a non-taxable transaction. How will your tax preparer…

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Can You Pass This IRA Beneficiary Quiz?

February 14, 2017

Most people think it is easy to leave an IRA to their heirs. But is it? The following is a quick quiz. How many of these beneficiary questions can you get correct? The answers are at the end of the quiz. Questions 1. The IRA owner has four children. He names the oldest child as…

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2016-2017 TAX PLANNING GUIDE

January 25, 2017

Time to Plan Your Year-End Taxes Click here to download this whitepaper. The simple word “taxes” can make people squirm as they think about all the details they need to address. But, with some forward-looking planning, managing your taxes doesn’t have to be as difficult as it can seem. As we move into an economy…

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Special Update: 2016 in Review

January 4, 2017

Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined.[1] The S&P 500 lost 1.10%, the Dow was down 0.86%, and the NASDAQ gave back…

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7 Important Steps to Finding the Right Financial Adviser for You

December 19, 2016

Imagine reading a good book. You invest time and emotion into the book wondering how it will turn out. There are ups and downs along the way, but you remain hopeful based upon some authorial promises that all will turn out well for the protagonist. Near the end, though, you get this feeling the author…

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Health=Wealth 2017

December 16, 2016

Join us in a “lifestyle change challenge” to start improving your body and health and gain up to 10 more healthy and happy years. If you’d like to know how changing your lifestyle can achieve weight control, anti-aging and brain health benefits, while learning how to reduce your risk of Type 2 diabetes, heart attack,…

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Fort Myers, FL 33912

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Serving clients throughout Florida

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