Retirement Assets in the Event of a Divorce Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the
What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence? For U.S. federal income tax purposes, you may be able
Americans’ confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and 2013. The increasing optimism is
Stocks and stock mutual funds are often grouped according to size, or “market cap,” a term that represents the total dollar value of a company’s
Americans are on the move, not only in their leisure pursuits, but in their jobs as well. According to the Bureau of Labor Statistics, about
Thinking of tapping the equity in your home to do a renovation, buy a second home, or consolidate debt? Before you decide which borrowing option
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms
Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the wealth management process from
When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller
The varied reasons to donate art range from a personal affinity for a museum, the desire to create a legacy, and the tax consideration that
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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