Financial Planning

Posted on July 23, 2010

FDIC Insurance Permanently Increased to $250,000 per Depositor

Here’s the text of the press release from the Federal Deposit Insurance Corporation: Note:  for the rules that apply trust owned bank…

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Category: Financial Planning
Posted on December 5, 2009

8 Reasons to Convert to a Roth IRA

As most people know by now, the $100,000 income limit on the ability to convert a traditional IRA to a tax-free Roth…

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Category: Financial Planning
Posted on November 30, 2009

MLPs Provide Income and Tax Benefits

This from Howard Hinds of the Curbstone Group in Boston: Master Limited Partnerships (MLPs) are excellent tools for estate planning: 1. MLP distributions (around…

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Category: Financial Planning
Posted on November 5, 2009

New Website for High Net Worth Individuals and Advisors to Network

Wealth Management Exchange is designed for networking and information exchange.  One can sign up to receive email alerts on financial and estate planning…

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Category: Financial Planning
Posted on May 16, 2009

NC 529 Plan Eliminates Two Investment Options

North Carolina’s 529 College Savings Plan will be eliminating two investment options – the CollegeHorizonFunds and the Balanced Fund – due to…

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Category: Financial Planning
Posted on March 21, 2009

Changes to NC’s 529 College Savings Plan

Here are some recent favorable changes to North Carolina’s National Collge Savings Program (529 Plan): For 2009, a participant may reallocate the…

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Category: Financial Planning
Posted on December 29, 2008

529 College Savings Plan Investments May Be Adjusted Twice Yearly in 2009

The IRS recently announced in Notice 2009-1 that in 2009 the investments in 529 College Savings Plans may be adjusted twice, as opposed to…

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Category: Financial Planning
Posted on December 9, 2008

Big Tax Losses in 2008? Consider a Roth Conversion

Self-employed persons or small business owners such as home builders with big tax losses for the year should consider converting their traditional…

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Category: Financial Planning
Posted on October 9, 2008

Warren Buffet – Now’s the Time to Buy American Stocks

Words of wisdom from a sage investor on the NY Times Website. It is also important not to use the poor economy as…

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Category: Financial Planning
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IRS Announces Pension Plan Limits for 2009

IR-2008-118, Oct. 16, 2008 WASHINGTON — The Internal Revenue Service today announced cost‑of‑living adjustments applicable to dollar limitations for pension plans and…

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Category: Financial Planning
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