Category: Newsletter

Retirement, Income, Tax & Estate Planning.

Odds and Ends

DEADLINE. If you converted a traditional IRA to a Roth in 2012 and have changed your mind, you have until October 15 to reverse the conversion. Recharacterizing will wipe away the tax bill you would otherwise owe. UNCLAIMED CASH. Conduct a free search at Missing-Money.com to see if a state treasury has unclaimed assets in…
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September 20, 2013 0

The IRS’s “Dirty Dozen” – Common Tax Scams

Although the 2012 tax season is officially over, tax scams unfortunately are not, which is why the IRS issues an annual “Dirty Dozen” list that includes common tax scams affecting taxpayers. Taxpayers should be aware of these tax scams so they can protect themselves against claims that sound too good to be true, and because…
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August 23, 2013 0

Is This Cyclical Bull Market Getting Old?

According to Stephen B. Blumenthal, CEO of CMG Capital Management Group, Inc., this bull market could be getting a little long in the tooth.  Who knows?  We did see a big drop (over 200 points in the Dow) one day last week, but nobody knows what markets will do in the future. According to Blumenthal, “after…
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August 23, 2013 0

How do Retirement Plan Accounts Fare During Retirement?

You all have them, and while you are working, you all love them.   I am, of course, talking about your retirement plan.  Specifically, this may be your 401k, 403b, 457, IRA or other related type of plan. You love how you get a tax deduction when you put the money in, you love how you…
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August 16, 2013 0

Beneficiary Controlled Trusts

By Jeremy A. Wechsler, Esq., Your Estate Planning & Asset Protection Attorney Asset protection is no longer for the super wealthy. In today’s world, consider how common the following events are: divorce, bankruptcy, foreclosure, lawsuits, creditor problems, addictions, special needs, and an inability to manage money properly. While you’re putting together your estate plan, you really…
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August 9, 2013 0

Time to Buy Gold…Again?

An article appeared in the July 22nd issue of Barron’s Magazine suggested gold is set to rally about 20%.  Written by Gene Epstein, a Barron’s columnist, the article suggests that gold’s rapid decline seems to have hit a barrier at around $1,200 an ounce and that recent data suggests a rebound to $1,550 in the…
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August 9, 2013 0

Private College Costs Climbing at an Alarming Rate – July 19, 2013 Newsletter

According to a recent Wall Street Journal article by Glenn Harlan Reynolds, a Professor of Law at the University of Tennessee, college costs are climbing at an alarming rate. A staggering statistic cited by Mr. Reynolds is a growth rate of 7.45% per year in college tuition since 1978 which translates into more than a…
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July 25, 2013 0

D.C. vs. Wal-Mart: Can Any City Council Beat This One? – July 19, 2013 Newsletter

I don’t know if you’ve seen this story, but it provides a great lesson in basic economics. Here is the story… Wal-Mart had decided to put six stores in the city proper of Washington, DC, which would create hundreds and hundreds of entry level jobs in an area that desperately needs employers. You would think…
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July 25, 2013 0
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