◀ The Principal Blog

Posts tagged ‘taxes’

Expecto patronum! (And expecto employee benefits)

For those of you that have followed my blogs for a while you know that I am a Harry Potter fan.  Books, movies, theme parks, you name it.  So as I started to put together the third blog in this series, I was reminded of a quote made by Professor Dumbledore in Harry Potter and the Prisoner of…

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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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