Time is running out to reduce taxable income for 2016. Read our tips and learn about the beneficiary designation most investors forget.
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Money Manager Monthly
November 2016
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Tips for Reducing Taxable Income

3 Tips for Reducing Your Taxable Income in 2016

With the end of the year fast approaching and holiday season just a few weeks away, time is running out for investors to “make moves” that could benefit the filing of 2016 taxes next April. Here are three tips to consider as we head into the end of the year.

All of these provide a win-win for investors of reducing your taxable income and providing a meaningful benefit to your household:

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Recent Articles
The Beneficiary Designation that Many Investors Forget

The Beneficiary Designation that Many Investors Forget

In a recent post, we reminded investors of the importance of naming and reviewing beneficiaries – especially as the holidays approach. The end of the year is filled with (good) distractions, so now is a great time to double check your investment accounts. It can give you one more thing to be thankful for – that your hard earned assets will be distributed to your family, consistent with your wishes.

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How Irrevocable Life Insurance Trust Can Fit into Your Estate Plan

How Irrevocable Life Insurance Trust Can Fit into Your Estate Plan

For 2016, if your value of your estate is less than $5,545,000, then your estate tax planning process may consist of mostly fundamental estate planning—having a will, making sure your beneficiaries are in order, and maybe setting up trusts so you can control how your assets are distributed after death. WrapManager has put together this estate planning guide to help you get started.

If your estate exceeds that amount, then it means your heirs may be subject to a 40% estate or inheritance tax. The question in that case becomes, who is going to pay the tax and where is the money going to come from? An irrevocable life insurance trust may be a good answer.

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Doug's Quiz Corner
Doug Hutchinson

Tax Efficient Donations

Quizmaster, Doug Hutchinson, presents his quiz for the month. Here, Doug discusses strategies for tax efficient charitable donations.

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