The H Group, Inc. News

Estate Tax Changes Under Recent Tax Acts

Estate Planning, News, Tax PlanningBy Broadridge June 10, 2020

Over the past two decades significant changes have been made to the taxation of an estate. In this article we take a look at how the federal gift and estate tax, as well as the federal generation-skipping tax have been impacted under the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act), the American Taxpayer Relief Act of 2012 (the 2012 Tax Act), and the Tax Cuts and Jobs Act. A chart at the end of the discussion summarizes the effects of this law.

Reaching Retirement: Now What?

Helpful Hints, News, Retirement PlanningBy Broadridge June 9, 2020

You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets to give them lasting potential.

Estate Planning: Leaving a Legacy

Estate Planning, Helpful Hints, NewsBy Broadridge June 5, 2020

You’ve worked hard over the years to accumulate wealth, and you probably find it comforting to know that after your death the assets you leave behind will continue to be a source of support for your family, friends, and the causes that are important to you. But to ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now. There are four basic ways of leaving a legacy: (1) by will, (2) by trust, (3) by beneficiary designation, and (4) by joint ownership arrangements.

Retirement Confidence Drops in 2020

NewsBy Broadridge June 2, 2020

The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020. After completing its initial outreach in January — the 30th in its annual series — EBRI decided to conduct a second survey in late March to gauge how the effects of the COVID-19 pandemic were influencing worker and retiree perceptions, and compared those results with the earlier findings.

Deadline Extension for 2019 IRA Contribution

Alerts, News, Retirement PlanningBy Broadridge May 29, 2020

Due to the coronavirus tax filing extension, there’s still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019). For most taxpayers, the contribution deadline for 2019 is July 15, 2020.

Negative Interest Rates in the U.S.?

NewsBy Ryan Long May 27, 2020

With U.S. short-term interest rates again reaching the zero bound (fed funds rate of 0.00-0.25%), debate has surfaced again about moving the target range further—to below-zero territory. Several developed nations, mostly in Europe, moved down this path years ago, and now remain entrenched in it, with global slowing causing central banks to continue down an easing path. This is despite apparent regrets by some about doing so…

Unemployment Fraud on the Rise

Alerts, NewsBy James Sager, CFP®, ABFP™May 22, 2020

Moments of crisis are times for people to come together and help one another. However, with the rise of record unemployment levels, unemployment fraud has taken hold of vulnerable targets.

Have some financial asset prices bounced back too far and too fast?

NewsBy Ryan Long May 19, 2020

Have some financial asset prices bounced back too far and too fast? This is never simple to evaluate, as current prices for rates and risk assets have a behavioral component, and appropriate price levels may only be obvious in hindsight.

Watch Out for Coronavirus Scams

Alerts, NewsBy Broadridge May 15, 2020

Fraudsters and scam artists are always looking for new ways to prey on consumers. Now they are using the same tactics to take advantage of consumers’ heightened financial and health concerns over the coronavirus pandemic.

How meaningful are these ongoing tariff threats?

NewsBy The H Group, Inc.April 9, 2018

Market volatility has obviously been ramping up as of late, with one of the catalysts being the announcement of various layers of tariffs by the U.S. administration. This rhetoric has been targeted at China, which has responded with a series of their own retaliatory tariffs.

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