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An Introduction to Cost Basis

When creating your estate plan, it is important to consider how income taxes may impact your beneficiaries. In order to do this, you need to have a basic understanding of cost basis rules.

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Social Security – Claim Early and Invest Versus Delaying Receipt for Increased Benefits

As your Stifel Financial Advisors, we are occasionally asked to provide an analysis of the potential results of claiming Social Security early and investing the proceeds versus delaying receipt for increased benefits, which can be claimed as late as age 70.

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Taking the Mystery Out of Inherited IRAs

When establishing an IRA (including traditional, Roth, SEP, and SIMPLE) or qualified plan account, it’s important to designate beneficiaries to inherit your assets when you pass away. In addition, when life events such as marriage, divorce, or birth of a child occur, this is typically a good time to review and update your beneficiaries accordingly.

Article

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Donor-Advised Funds Versus Private Foundations

If you are considering a private foundation, there is an alternative through Stifel Charitable Inc. The Stifel Donor-Advised Fund has all the elements of a private foundation but with greater tax benefits and without the administrative hassles.

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