A Brief History of Estate Taxes Presented by Marc Aarons   Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred from […]

Tax Efficiency in Retirement How much attention do you pay to this factor? Provided by Marc Aarons @ Money Managers, Inc.  Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will […]