top of page
COLEMAN FINANCIAL SERVICES

Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Investing

What Is an Annuity?

An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

Tax Planning

What Are the Tax Benefits of Charitable Trusts?

For the grantor, there are a few potential tax benefits that can come with setting up a charitable trust.

Tax Planning

How Can I Keep More of My Mutual Fund Profits?

Want to keep more of your mutual fund profits? You may be interested in strategies to help lower your tax liability.

Tax Planning

How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

Tax Planning

When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?

With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.

Tax Planning

What Is a Required Minimum Distribution?

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

Tax Planning

What Is the Gift Tax?

The federal gift tax applies to gifts of property or money while the donor is living.

Tax Planning

What Is the Estate Tax?

Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.

bottom of page