Thursday, October 2, 2014 Tishri 8, 5775
It may only be October, but now is a good time to work on cutting your 2007 tax bill, say officials with the Pennsylvania Institute of Certified Public Accountants. Here are some strategies you can put into action: · Max out retirement savings. One of the best ways to trim your tax bill is to make the maximum allowable contribution...
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By:
Joel L. Naroff, JE Feature
Subprime, subprime, subprime. That is all we seem to hear these days. The stock market bounces violently every time a mortgage lender or hedge fund gets hit by subprime mortgage problems. The Fed is forced to express awareness that credit standards have been tightened because of the subprime concerns. All the while, the economy continues to grow somewhat sluggishly. So,...
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A baggage-free journey? Really?
By:
Diana Aydin, JE Feature
The morning before her trip to Aruba in July, Jacquelyn Bucelot-Mills woke up early, got dressed and added a few things to her leather carry-on bag. She drove from her home in Beacon, N.Y., to her mother's house in New City, where a limo picked her and her mother up hours before their 9 a.m. flight to Kennedy International Airport...
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By:
Craig G. Langweiler, JE Feature
Thinking about annuity plans? An extended nonqualified annuity strategy can provide an extension of tax deferral and allow for a more tax-efficient transfer of assets to multiple generations. The strategy should be discussed with those contract owners who plan to pass their annuity to heirs. Additionally, there are creative features that can be utilized to help ensure the client's goals...
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By:
Craig G. Langweiler, JE Feature
Who is teaching your kids about money? The answer, unfortunately, may be no one. In the 2001 "Parents, Youth & Money Survey," written by the TIAA-CREF Institute, 61 percent of parents reported feeling that the responsibility to educate their children about finances should be shared by them and their child's school. When asked to describe just how they educated their...
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