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 […]
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 […]
Have you accumulated a significant position in a single company’s stock, either through your employer or a major investment? Have you been considering ways to diversify your holdings away from one of your big winners? Are you seeking to retire soon and looking to reallocate large equity positions in your retirement or other brokerage accounts? […]
In addition to wills and trusts, there are many tools available to you in developing an estate plan. While different tools are appropriate for different asset classes, family structures, and goals, it is important to know about the possibilities. In this article, I’ll focus on the Transfer on Death, or TOD, designation, which can help […]
Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011 The Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, makes significant changes to our health care delivery system. Some of these reforms took effect in 2010 while many others take place in 2011. The following is a brief description […]
Here are your 2011 Key Tax Planning Numbers to get a head start on the new year. This piece lists key figures for 2010 and 2011 in the following planning areas: Individual income tax planning Investment planning Education planning Retirement planning Business planning Estate planning Protection planning Government benefits See Your 2011 Key Planning Numbers
Congress approved a new Estate Tax law last Thursday, December 17 2010 after nearly a year of speculation about its future. The new rules provide for a $5 million dollar exemption with a top tax-rate of 35%. This is obviously a far cry from the $1 million dollar exemption and 55% maximum rate originally scheduled […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)