AFS' top producers attribute AFS with the ability to make complex concepts usable sales and planning tools. These white papers tackle these large issues.
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Asset Protection Strategies for Seniors
Planning to address the financial costs of long term medical care is a complex task. It should be undertaken with due care and professional assistance.
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Taxpayer Relief Act of 1997 - Capital Gains
Capital gains have been subject to tax since the modern income tax was imposed in 1913. In 1923, a preferential rate of 12.5% was provided for capital gains, while the rate on ordinary income topped out at 73%.
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Taxpayer Relief Act of 1997 - Estate Taxes
Under prior law, each individual was entitled to make a combination of lifetime gifts and testamentary transfers of up to $600,000 in value without paying gift or estate tax. This amount was set in 1987 and has never been increased or adjusted for inflation.
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Taxpayer Relief Act of 1997 - IRAs
The Act increases the adjusted gross income phaseout limits for deductible IRA contributions for an individual or spouse who is an active participant in an employer-sponsored retirement plan.
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