Barry BoscoeApr 12The Benefits of a Split Interest Income Trust for High-Income IndividualsA split interest income trust might be a significant financial tool for: Those with substantial income, Those selling high-value assets,...
Barry BoscoeOct 1, 2022Reducing Taxes Through the Use of a Roth ConversionOne way to lower your taxes in retirement is by avoiding higher tax brackets, increased Social Security taxes and Medicare premiums. The...
Barry BoscoeAug 7, 2022How to Create Tax Free Income for RetirementWhen asked, what will be the largest expense you will encounter during retirement? most people will answer either mortgage or health care....
Barry BoscoeFeb 28, 2022Tax-Savings Moves You Can Still Make For The Year 2021It is March, which means we are in the heart of tax filing season. People everywhere gather documents, organize their information, and...