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Options - Winter 2012
Articles Include:
- Revisit Your Portfolio in the New Year
- Gift Tax Filing Facts
- Choose a Trustee With Care
- Make Selling a Rational Decision
- Valuing Artwork
- Controlling Risk
- A Plan for Leaving Wealth
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Options - Fall 2011
Articles Include:
- Actively Managed EFT's - Something to Consider?
- Weighing the Risks
- Treating Life Insurance as an Investment
- Take Control of Your Tax Bill
- Leaving Assets in a Beneficiary-controlled Trust
- Vetting a Retirement Community
- Protecting the Intent of a Charitable Gift
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Options - Summer 2011
Articles Include:
- Risk and Rewards of Emerging Markets
- Fear and the VIX
- Your IRA: What Doesn't Belong
- Employer Stock and the NUA Strategy
- Retirement and Charitable Giving
- PerPETual Care
- Growing Into Wealth
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Options - Spring 2011
Articles Include:
- Is Your Estate Plan Current?
- Margin Accounts - Worth Their Risk?
- Tax Rates Remain Favorable for Investors
- Tax Relief Gets a Longer Life
- Vetting a Stock
- A Retirement Dilemma
- A New Look at REIT's
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Options - Winter 2011
Articles Include:
- A Closer Look at Your Risk Tolerance
- A Cautious Approach
- Margin Accounts - Worth Their Risk?
- Donating Property? You May Need an Appraisal
- Diversification and - Taxes?
- New Rules for Reporting Basis
- Gifting Property with a QPRT
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Options - Fall 2010
Articles include:
- Don't Overlook the Need for Liquidity
- Leaving with Company Stock
- Serving as Executor
- Philanthropy - A Plan for Transferring Wealth
- Tax Planning Strategies for Year's End
- Park It in the Money Market
- Setting Sail for Global Markets
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Options - Summer 2010
Articles include:
- Goals for the Soon-to-Retire Crowd
- Take care with Roth Conversions
- Keeping Peace - and Your Property - in the Family
- The Mutual Fund Dilemma
- Preserve Your Lad with a Conservation Easement
- Health Care Reform and Higher Taxes
- Income Investing - Navigating the Territory
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Options - Spring 2010
Articles Include:
- Investment Strategies: Recognizing Their Limitations
- Retirement Withdrawals - Planning Helps
- Passing On Assets - Make No Mistakes
- Mutual Funds and ETFs: The Same Rules Apply
- Outside the Trading Window
- Refusing and Inheritance
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Options - Winter 2010
Articles include:
- Review Your Portfolio with Goals in Mind
- Ladder Your Risks
- Consider Your Exit Strategy
- Electing Alternate Valuation for an Estate
- Consider a Gift of Life Insurance
- Taxes Are Real on Phantom Income
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Options - Fall 2009
Articles Include:
- Best-case Scenario: Nothing in Common
- A New 529 Strategy?
- Review Your Portfolio with Taxes in Mind
- Investing in Bonds in Today's Economic Climate
- Teach Your Children Wealth
- Gift-tax Returns: The Rules
- Give While You Live
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Options - Summer 2009
Articles include:
- Your Investments - Seize the Day
- Who's the Boss
- Refinancing - An Option To Consider?
- Help Out Your Loved Ones
- Emerging Markets - Balancing Risk and Reward
- Market Cap Matters
- Is It Time To Revisit Your Estate Plan?
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Options - Spring 2009
Articles include:
- Both sides of a Buy-and-Hold Strategy
- In Your Future?
- Making Distribution Decisions
- Donating an Art Collection
- A Family Foundation - Will It Further Your Goals?
- Investing: Green Is the New Black
- Survive Taxes with Survivorship Life Insurance
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Options - Winter 2009
Articles include:
- Waiting Out a Market Slide
- Country Caution
- Adjusting for Inflation
- Tax Breaks - Help for Your Bottom Line
- Inheriting Wealth - The Readiness Factor
- Talk to Your Trustee
- Surviving Retirement in a Volatile Market
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Options - Fall 2008
Articles include:
- When Your Emotions Make the Investment Decisions
- Be Cautious with ISOs
- Evaluating a Charity — Help from the IRS
- Guide Loved Ones with a Letter of Instruction
- Protecting Assets with a Third-party Trust
- RMD Reminder
- There’s Still Time for a Lower Tax Bill
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Options - Summer 2008
Articles include:
- Greet Retirement with a Thorough Review
- In a Word: Simplify
- Investment Income — Keep More of What’s Yours
- Life Insurance and Your Estate
- Wealth and Values — Passing Both on to Your Heirs
- What the Future Holds
- IRA Beneficiaries: Look Before You Leap
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Options - Spring 2008
Articles include:
- Estate Planning — With Some Help from Low Interest Rates
- Surviving a Sale
- The NUA Strategy
- A Sensible Approach: Stay Invested
- Conducting a Policy Review
- E-mail: A Cautionary Tale
- When Special Needs Are a Consideration
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