Bach & Jacobs Elder Law
  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
  • Contact & Directions
Sarasota Elder Law & Estate Planning Sarasota Elder Law & Estate Planning Sarasota Elder Law & Estate Planning Sarasota Elder Law & Estate Planning
  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
  • Contact & Directions

Archives

Monthly Archive for: "September, 2022"
Home » Archives for September 2022
0
By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 28, 2022

Cash Value Life Insurance as a Tax Deferral Strategy: benefits

Cash-value life insurance policies are tax-deferred, meaning that the cash value component of such an insurance policy will not be taxed as it grows. Because the money is growing faster, the [...]

READ MORE
0
By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 26, 2022

Cash Value Life Insurance as a Tax Deferral Strategy: introduction

What is cash value life insurance? Cash-value life insurance is a type of permanent life insurance featuring cash value savings. Because it is permanent life insurance, it lasts the [...]

READ MORE
0
By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 19, 2022

Saving for Retirement 101: splitting savings between traditional & Roth 401(k)s

When utilizing a 401(k) plan for your retirement savings, you may be given the option to choose between a traditional or Roth account, but it does not always have to be one or the other. Instead, [...]

READ MORE
0
By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 14, 2022

Saving for Retirement 101: Advantages associated with using a Roth 401(k)

Many large companies offer their employees a 401(k)-retirement plan; a decision that may come with this benefit is whether to choose a traditional 401(k) or a Roth 401(k). Here are some reasons [...]

READ MORE
0
By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 12, 2022

Saving for Retirement 101: Roth 401(k)

What is a Roth 401(k)? A Roth 401(k) is a type of retirement savings account that is less prevalent than the traditional 401(k) but is growing in popularity. These accounts have features similar [...]

READ MORE
0
By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Tax Law
Posted September 2, 2022

Saving for Retirement 101: 401(k)s & highly compensated employees

401(k) Contribution Limits for “Highly Compensated Employees.” If you are a highly compensated employee (“HCE”), you may be subject to certain limitations on the funds you may contribute to your [...]

READ MORE

2033 Main Street • Suite 505
Sarasota, FL 34237
Phone: 941-906-1231
Email: [email protected]

Copyright Bach & Jacobs, P.A. All Rights Reserved © 2025
  • Privacy Policy
  • Terms & Conditions
  • Disclaimer