Wealth Preservation Services

August 25, 2020

Learn about

Wealth Preservation Services

We can help

Reduce Financial Risk

Many Americans have ACCUMULATED SIZABLE WEALTH that needs to be protected from the risks of taxes and inflation. America’s Tax Solutions (ATS) provides RESOURCES AND SOLUTIONS TO HELP YOU properly plan for the protection and transfer of your wealth to the next generation.

Our services can ensure your money outlasts you.

We offer many

Wealth Preservation Services

Income replacement
Liquidity to BUY OUT SHAREHOLDERS OF A BUSINESS
Providing a LIFE LEGACY FOR HEIRS
Providing a LEGACY FOR A FAVORITE CHARITY/CHARITIES
TAX-ADVANTAGED DISTRIBUTIONS
Liquidity to PAY TAXES AND EXPENSES AT DEATH
CREATING PARITY for children in asset transfers

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More Updates

IMPORTANT TRUST DEADLINE APPROACHING

For trusts that inherited an IRA in 2019, an important deadline is approaching. The due date to provide required trust documentation to the IRA custodian to ensure that the longest payout period possible is available for the inherited IRA is October 31, 2020. Generally, only individuals who are named on an IRA beneficiary form can

admin October 27, 2020

CRDS AND ROTH CONVERSIONS – ABUSE OF THE RULES?

The coronavirus-related distribution (CRD) rules for Roth conversions have a gaping hole. An “affected person” (as we have defined in previous blogs), is entitled under the CARES Act to withdraw up to $100,000 from their IRA or workplace retirement plan. A CRD avoids the 10% early distribution penalty for those under 59 1/2, can be

admin May 20, 2020

Rolling Over an RMD

Like most people’s lives, the retirement world is upside down. This is made evident by a single statement: “Required minimum distributions (RMDs) can be rolled over.” Yes, that is the new normal—at least for this year. RMDs are considered the first money out of an IRA and workplace plan. Typically, these dollars are ineligible to

admin April 22, 2020