2012: New Fee Disclosure rules may surprise Employees and Employers alike

By Clint Edgington
Posted on December 1st, 2011

Many small business owners and employees are too busy to focus on their retirement plans, but it will be interesting to see how many notice […]

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Will my broker calculate my cost basis for DRP stocks?

By Meredith Stoudt
Posted on November 30th, 2011

If you think you don’t need to track cost basis on your own because brokers must now report to both you and the IRS the […]

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Qualified Charitable Distributions Qualify for RMDs

By Meredith Stoudt
Posted on November 30th, 2011

If you’re an IRA owner who must take a required minimum distribution (RMD) in 2011, you can avoid some or all of the resulting income […]

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The Problem with Do-It-Yourself Estate Planning

By Meredith Stoudt
Posted on November 30th, 2011

As the number of Internet websites and software packages have quickly multiplied, along with the many books and stationery store kits that have always been […]

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How Much Do You Know about Social Security?

By Meredith Stoudt
Posted on November 30th, 2011

Social Security is in the news more and more, as the first wave of baby boomers retire and economic pressures on the program increase. More […]

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Gift Tax Strategies

By Meredith Stoudt
Posted on November 30th, 2011

The current large gift tax applicable exclusion amount, low gift tax rates, depressed property values, and low interest rates create a favorable environment for making […]

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Five Year-End Tax Planning Considerations

By Meredith Stoudt
Posted on November 30th, 2011

Legislation passed in December of 2010 extended lower tax rates, deductions, and other expiring provisions for an additional one to two years. As a result, […]

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Why Does Europe Affect Your Portfolio?

By Meredith Stoudt
Posted on November 1st, 2011

Why Does Europe Affect Your Portfolio? When a possible default on Greek sovereign debt becomes headline news, a lot of people find themselves wondering, “How […]

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Long-Term Care Planning Is Important for Women

By Meredith Stoudt
Posted on November 1st, 2011

Long-Term Care Planning Is Important for Women The prospect of needing long-term care is an important, yet sometimes overlooked, part of financial and retirement planning. […]

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The Market votes against the Greek Referendum

By Clint Edgington
Posted on November 1st, 2011

The Market votes against the Greek Referendum Why Greek PM Papandreou would call for a referendum on the recent bailout has certainly confused the markets […]

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