Author Archives: Larry Briskin
Promoting Professional Growth through Teamwork
After nearly 22 years as an independent financial planner, I joined Planning Solutions Group in January 2009. After 3 years with the firm, I can honestly say this was the best decision I have made in my career as a … Continue reading
Giving to Charity from your IRA
– LAW EXPIRES DECEMBER 31, 2011 – A law that expires on December 31, 2011(unless extended) allows an individual age 70½ or older to make direct charitable gifts from an individual retirement account (IRA). This includes required minimum distributions (RMDs), … Continue reading
Understanding Required Minimum Distributions (RMDs)
As many of us move closer to retirement age, or are already there, and either already are taking or will soon have to take distributions from Retirement Plans and IRAs, there are a number of points you should know about … Continue reading
New DC Tax Affects Owners of Municipal Bonds
The DC City Council took action June 14th that will affect some of our clients. One of the actions to close a projected $300 million budget shortfall was to enact a law that will make the interest earned on municipal … Continue reading
Estate Taxes 2011 – Is There Reason to Rest Easy?
In December 2010, Congress passed and the President signed a revised Federal Estate Tax law that included a $5 million Federal Estate Tax Exemption Credit per person, or $10 million for a married couple. Also included was a new “portability” … Continue reading
planningsolutionsgroup
Don Hannahs
Tim Kvech
Jon Giordani
Larry Briskin
Bob Carson
Brandon Butler
Rebecca Hayes
Richard Osikowicz
Bill Bruns, lll
Chris Dionot
Gregory P. Armstrong
