February 16th, 2010
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Planning Your Financial Future
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February 2010
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Well, the first month of 2010 is almost over. That means tax season is here. When you contribute property (clothes, furniture, household goods, etc.), attach a list of items you have donated to the receipt you get back. Also, include an estimated fair market value of the item. This will provide the documentation you need in case of an audit. |
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How to Double the Power of Your Tax Refund
Filing your taxes may be a dreaded chore, but receiving your refund is a wonderful reward. What you do with a refund is up to you, but here are some ideas that may make your tax refund twice as valuable.
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College Debt: How Much Is Too Much?
According to a recent survey, the confidence of parents in their ability to save for college dropped significantly over the past year. That’s not entirely surprising, considering the economic climate. The trend of not saving enough makes families heavily dependent on borrowing to fund college.
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Special Needs Trusts
A special needs trust (SNT), sometimes referred to as a supplemental needs trust, is a trust that is established to benefit a disabled person, or a person who has special needs, while still allowing such persons to qualify for and receive governmental health-care benefits.
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Ask the Experts: What’s an exchange-traded fund?
Like a mutual fund, an exchange-traded fund (ETF) pools money from investors to buy a group of securities.
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Ask the Experts: How can I use exchange-traded funds?
There are many ways an exchange-traded fund (ETF) can be used to help round out or supplement an existing investment portfolio.
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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. |
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This entry was posted on Tuesday, February 16th, 2010 at 9:22 am.
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