Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 [more...]
The prospect of paying costly premiums for long-term care insurance that you might never use might discourage you. Enter the long-term care annuity. An advantage of stand-alone long-term care insurance over a long-term care annuity is the fact that the medical expense [more...]
MONTE CARLO SIMULATION Rolling the dice on returns. When someone walks into a casino in Monte Carlo and rolls a pair of dice at the craps table, he or she has a 1 in 36 chance (62=36) of the dice lying face [more...]
Apr 052011
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 more. More Details 2010 Tax Rates Tax rates for all filing statuses. More Details 2011 Tax Rates [more...]
Retirement Planning–The Basics You may have a very idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but [more...]
Retirement Planning–The Basics You may have a very idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but [more...]
