Tag Archives: 2011 Tax Planning numbers

Enough Already with Ignoring Your IRA, 401(k) or 403(b)

by on 6:43 pm in 401(k) and 403(b)

What is your next move going to be? Everyone wants to get in better shape, especially as we get older. But for some reason we have trouble taking the right steps in getting started, even though the mirror reminds us every day of our goals (sometimes that mirror also reminds us that the older we [...]

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The Debt Ceiling is the New Fiscal Cliff: Year-End Recap & Preparing for 2013

by on 2:23 pm in Economic Notes, Fiscal Cliff, Retirement Planning, Tax Tips, The U.S. Debt Limit

This past year saw much news and change in the world. From Hurricane Sandy to the Presidential election, the Olympics to the horrifying school shooting in Connecticut, we can only describe 2012 as an eventful year filled with ups and downs. The markets reflected this, swinging throughout the year before ending on a positive note, [...]

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Things to Consider When Buying a Home

by on 5:52 pm in Knowing Your Spending Habits

Things to Consider When Buying a Home Are you, a friend or family member in the market for a new home? Especially for first-time home-buyers, the process of deciding how much home you can afford and obtaining a mortgage can be a bit daunting. Read on for detailed information and important tips about the home-buying [...]

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Put Your IRA in Good Order to Avoid the crackdown on Penalties!

by on 4:02 pm in Retirement Planning

Is your Traditional IRA or Roth IRA following all the rules? You may assume the answer is yes, but IRA mistakes are far more common than you may realize, and the IRS is gearing up to investigate and penalize them accordingly.  The Wall Street Journal reports that in 2006 and 2007 the IRS let about [...]

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Free Money: Take Back Your Unclaimed Funds

by on 12:44 pm in Unclaimed Funds

What is Unclaimed Property? You may not realize it, but you might have lost some of your money without even knowing about it. Sound unbelievable? Actually, it’s not: Many people have unclaimed funds, also known as unclaimed property, from all kinds of places, such as dividends or payroll checks, product refunds, traveler’s checks, old savings [...]

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Year-End Tax Planning: 10 Things to Keep in Mind

by on 2:21 pm in Tax Tips

(Read the full article here)   The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there’s still time to affect your bottom line for the current tax year. With that in mind, here are 10 things to consider as the [...]

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6 Tips for Improving Your Tax Efficiency 2011 – 2012

by on 11:50 am in Tax Tips

December is a great time of year to visit family, enjoy holiday meals, and streamline April’s tax bill. With a bit of knowledge, you can really boost the tax efficiency of your portfolio and even your gift giving, so this month I’d like to share a few simple tips for getting the most out of [...]

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Powerful Steps for Any Investor: From IRA Rollovers to Financial Planning

by on 6:20 pm in Individual Investors

Congratulations! By reading this article you’re taking an important step in your financial life, one that your future self will probably thank you for in twenty years. In helping clients, I’ve found that there are many unique issues that people face every day, but there are also a lot of situations that apply to most [...]

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There’s Still Time to Contribute to an IRA for 2010

by on 2:51 pm in Retirement Planning

 There’s still time to make a regular IRA contribution for 2010! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2010 ($6,000 if you were age 50 by December 31, 2010). Normally, your tax return must be filed by April 15. However, the IRS has extended [...]

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