By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts...... Read More
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes...... Read More
Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other.Because of the unlimited marital deduction, no...... Read More
There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages.Instead of making an outright gift, you could...... Read More
Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider...... Read More
Financial aid for college consists of loans, grants, scholarships, and work study. Grants and scholarships are worth searching for because they don't have to be...... Read More
Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to...... Read More
“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account....... Read More
Tax reform measures are enacted frequently by Congress, which makes it hard for U.S. taxpayers to know which deductions are currently available to help lower...... Read More
If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to...... Read More
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Securities offered through Thurston Springer Financial, a registered Broker-Dealer (Member FINRA & SIPC). Investment advisory services offered through Thurston Springer Advisors, a SEC-registered investment Advisor. Insurance products offered through Thurston Springer Financial as Indiana Insurance Agency. Corporate Headquarters: 9000 Keystone Crossing, Suite 700, Indianapolis, IN 46240 (toll-free) 1.800.433.8049 www.ThurstonSpringer.com.
Ann Moore and William Cole Badders are Registered Associates of Thurston Springer Financial and are doing business as Badders and Moore Wealth Management, DBA. www.Thurstonspringer.com