◀ The Principal Blog

Posts tagged ‘taxes’

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Transfer More of Your IRA Assets to Your heirs, Not Uncle Sam



After a long career and a lifetime of careful planning, you know you’ll be able to leave a financial legacy for your heirs. What you don’t know, however, is how to do that without handing over a sizeable chunk of your savings to Uncle Sam. One strategy that may help to preserve assets you hold…

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Tax Day due diligence

It’s Tax Day – Time to Celebrate (unless you didn’t do your due diligence)



For individuals and business owners alike, April 15 has been looming large on the calendar since the beginning of the New Year. Over the years, I’ve come to discover that people are generally in one of two camps when it comes to filing taxes: one, those that rush to the mailbox every day looking…

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