Health-care Reform (2011)
The primary goals of the Patient Protection and Affordable Care Act, as amended by the Health Care and Education Affordability Reconciliation Act (collectively, the 2010 [...]
Maybe Older IS Better
Companies should start seeing older workers as assets rather than liabilities. Great article in Economist magazine.
Social Security Planning (2011)
Social Security Retirement Benefits Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security [...]
Social Security: Truth & Myths
Forefield Concept Piece Here's a tipWatch the mail for your Social Security Statement, which contains a personal record of the earnings on which you've paid [...]
Key Tax & Retirement Numbers (2011)
2011 Key Numbers Individual Income Tax Planning Alternative Minimum Tax (AMT), child tax credit, earned income tax credit, itemized deductions, kiddie tax, personal exemptions, and [...]
Defined Benefit Plans
If you'd like a retirement plan that guarantees a specified benefit level at retirement regardless of investment results, you may want to consider a defined [...]
Health Care Reform: Effect on Businesses (2011)
Health-Care Reform: Tax Issues for BusinessesThe health-care reform legislation that was recently enacted includes new taxes, but there are also some tax breaks available to [...]
The Roth 401(k)
The Roth 401(k) Some employers offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you're lucky enough to work for an employer [...]
Family Limited Partnerships & LLCs
Family Limited Partnership (FLP) or Limited Liability Company (FLLC) A properly formed and maintained FLP or FLLC can facilitate the transfer of your business to [...]
Trusteed IRAs
Trusteed IRAs The tax code allows IRAs to be created as trust accounts, custodial accounts, and annuity contracts. Regardless of the form, the federal tax [...]