REIT’s and MLP’s

REIT’s and MLP’s receive a 20% tax deduction REIT’s, or Real Estate Investment Trusts, and MLP’s, or Master Limited Partnerships (a/k/a Publicly Traded Partnerships) can provide decent yields and should be considered for a portion of your investment portfolio.  The...

Estate Tax

Why you should love the estate tax Just say “NO” to estate tax repeal.  Most of us will not pay it anyway and you could lose a large benefit that you have today (keep reading).  Current law is set to sunset after 2025 which means Congress will likely not enact...

Health Savings Accounts

Health Savings Accounts (HSA) – A tax homerun Generally, an HSA is a tax advantaged savings account that is used for your current or future health care spending, including long term care premiums.  Similar to a traditional IRA, you get a tax deduction upon...