Planning Your Financial Future
The calendar may say it’s Spring, but it’s still cold out. Don’t break out those shorts and flip-flops just yet. Take care of yourselves, physically and financially!
401(k) In-Plan Roth Conversions
You may have heard the buzz … 401(k) plans can now permit in plan Roth conversions. But is this an option for you?
Rising Interest Rates: The Downside of Economic Recovery
Over the last several years, investors have grown accustomed to historically low interest rates. But what happens when the trend reverses?
A/B and A/B/C Trusts
If you’re married, a combination of trusts, often referred to as A/B, A/B/C, or A/B/Q trusts, may be useful for estate planning purposes. The combination of trusts can be used to minimize estate tax on your estates, and can provide nontax benefits as well..
What health-care changes become effective in 2011?
The Patient Protection and Affordable Care Act makes significant changes to our health-care delivery system. Many of these changes take place in 2011
Are some preventive care services free?
Generally yes. Under the Patient Protection and Affordable Care Act (PPACA), certain preventive care services are available to you and your family at no cost..
IRS regulations require that I advise you that, unless otherwise specifically noted, any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.