Sentences with phrase «offer substantial tax»

Survivorship policies can offer substantial tax benefits for those with large estates, but the tax laws are complicated when setting up estates, so consult a professional who specializes in estate planning before deciding to purchase a survivorship policy.

Giving to charity is certainly admirable, plus it can offer you substantial tax savings.

Gifts of stock or securities may offer a substantial tax break because you may take the full value of your gift of securities while you support Kessler Foundation's mission.

Not exact matches

In the meantime, tax - deferred growth offers the opportunity to build a substantial 401 (k) balance over the long term, depending on investment performance.

The deferred compensation 457 program offers substantial advantages over conventional investing as it significantly reduces your investment taxes.

All accounts come with tax loss harvesting, and for those with portfolios over $ 100,000, Wealthfront's Direct Indexing can offer substantial additional tax deferral benefits.

The federal government offers accounts with substantial tax benefits that are designed to help you save for retirement, including IRAs.

This specific type of whole life insurance offers substantial benefits to key people due to the steady accumulation of cash value within the policy and the flexible access to cash, as well as favorable tax treatment.

Hedge fund: Private investment partnership (for US investors) or an offshore investment corporation (for non US tax exempt investors) in which the general partner has made substantial personal investment, and whose offering memorandum allows for the fund to take both long and short positions, use leverage and derivatives, and invest in many markets.

Massachusetts also offers some tax incentives to encourage solar installations, though nothing as substantial as the ITC.

The Estates and Trusts Group offers you substantial expertise in all facets of estate planning, with regard to domestic and offshore income tax issues and matrimonial issues.

Life insurance offers income protection as well as estate liquidity to protect assets and cover often - substantial estate taxes.

Tax - free growth is one of the chief advantages of cash - value life insurance, and therefore many life insureance carriers tried to take advantage of this feature in the late 1970s by offering single - premium and universal life products that featured substantial cash - value accumulation.

This specific type of whole life insurance offers substantial benefits to key people due to the steady accumulation of cash value within the policy and the flexible access to cash, as well as favorable tax treatment.