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Barry Boscoe
Apr 12, 2024
The Benefits of a Split Interest Income Trust for High-Income Individuals
A split interest income trust might be a significant financial tool for: Those with substantial income, Those selling high-value assets,...
Barry Boscoe
Oct 1, 2022
Reducing Taxes Through the Use of a Roth Conversion
One way to lower your taxes in retirement is by avoiding higher tax brackets, increased Social Security taxes and Medicare premiums. The...
Barry Boscoe
Mar 31, 2022
Tax Alert: Roth IRA and the traditional IRA
There has been a lot of talk and press about the benefits of saving in a Roth IRA. However, is it right for you? If you make a good...
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