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Obama-Elect, The end of 401k, IRA, and Retirement Accounts as we know them?
Well, the election of 2008 has come and gone. Barack Obama is the president-elect of our great nation. Now, the main question turns to, “How will Obama’s election affect me personally?”
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Explaining the Capital Gains Tax
The election of 08, and the recent stock market crash have contributed to the fact that you always hear about Capital Gains taxes in the news. Many people have asked me, "What is the Capital Gains Tax, and how does the 2008 change this?"
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Will You Owe Estate Taxes?
THE GOOD NEWS is it’s becoming increasingly less likely that you’ll owe estate taxes. That’s because Congress has approved a schedule that increases the amount an individual can leave to heirs tax-free to $2 million in 2006-2008 and to $3.5 million in 2009. In 2010, it will supposedly be repealed altogether.
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401k Plans, 401k Rollovers, & Self-Directed IRA’s
A 401k rollover occurs when you change jobs or retire and then elect to transfer or "rollover" your 401k into a new IRA. This process of transferring a 401k with a previous employer into an IRA is referred to as a “401k Rollover”, “Rollover IRA” or “IRA Rollover.”
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Obama and McCain's Tax Proposals
I have watched over the past couple of months as Republicans and Democrats alike have argued about their economic and tax plans. This economy, and the behavior of the stock market, has every voter worried about their way of life moving forward.
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Obama, McCain, and the Estate Tax
For a tax that each year affects only a few hundred of the nation's 27 million small companies, the estate tax manages to scare an outsize number of entrepreneurs
Will you Owe Estate Taxes?
Still, with 401(k) accounts compounding and life insurance death benefits thrown into the pot, it's easier than some think for a working couple to be subject to the estate taxes, at least for the next few years
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401k Contribution and Catch up Limits
Perhaps the single most important retirement account available to employees today is their 401k plan. In this article we're going to discuss the current (2007 / 2008) 401k contribution limits, including catch-up limits, pre-tax and total contributions limits, as well as the limits that apply to highly-compensated employees.
How to Use Life Insurance to Pay Estate Taxes
If a couple's estate is in the millions, more of that estate may go to the Federal Government in taxes than to heirs. To avoid this death tax, you can leverage tax payments with 2nd to die life insurance, or
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