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Thursday June 4, 2026

News

Thank you for your interest in Optimist International Foundation. Our hope is to serve you and your family with helpful information. More
Family Business - Sell and Retire
Personal Planner
Family Business - Sell and Retire
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the...
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Child IRA Accounts Launched
Washington News
Child IRA Accounts Launched
The Department of Treasury has announced the activation of the new child IRA accounts also known as "Trump Accounts." These tax-deferred accounts formally launch later...
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The Letter Your Loved Ones Can Treasure
Savvy Living
The Letter Your Loved Ones Can Treasure
I want to leave something meaningful for my family, beyond just money or property. I have heard about “legacy letters,” but I do not really know what they are or how to...
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.