Posted under Mutual Funds by on May 26th, 2012 2:02 pm
Supplemental tax-free retirement income can be enjoyed without stock market risk. Better than CDs, annuities and mutual funds for amny investors. Learn much more about stress-free retirement planning and get a FREE ebook at: www.fb.com
Posted under Tax Deductions by on May 14th, 2012 10:23 am
Steve’s special guest, Ken Davis, CLU, ChFC, CFP, CPA. Ken Davis is the former president of the Phoenix Chapter of the Society of CPAs and has taught continuing education for the Arizona Society of CPAs on life insurance and annuities. AXA 1040 Transparency Overlay — use it over a 1040 form to illustrate the client’s need. Lincoln Benefit Life Two Page Tax Summary for 2012 Tax Digest for Producers — this 100 plus pages digest addresses the main issues in tax code that can help you explain basic taxation items and tax favored products for more net spendable income. Business owners are frequently frustrated by the limits on 401(k) plans (what I call K plans and Roth K plans) for owners and key employees. Owners basically get to add 2% to the company’s average employee contribution rates for their personal K plan contribution limit. For example, if the employees as a whole contribute 3% of total wages to the K plan then the owners and key employees will be able to put about 5% into a K plan. And, the maximum voluntary contribution is $17000 this year for each and every employee. Many owners were set back by the bad markets and want to put a lot more money away into tax benefitted plans. So what are their options? Some relatively new qualified plan rules may allow owners to put about 85% of total contributions into their own accounts using a hybrid defined benefit and defined contribution plan. Seek out a qualified retirement plan administration company to help set up one …
Use Passive Income Opportunities is one in a series of Smart Debt Management Videos that will educate and inspire you to pay off debt and pursue your prosperity. www.smartdebtmanagement.com
Posted under Tax Deductions by on March 8th, 2012 9:22 am
Tax deductions related to your automobile, car, truck or SUV. Should I claim the standard mileage rate or actual expenses. What to do when you use your car for business and personal use.
Posted under Student Loans by on February 22nd, 2012 9:26 am
Brian Safdari, America’s leading authority in College Planning on the “Out of the Rough” TV show on SCV TV. He shares how to avoid missing financial aid deadlines that can disqualify families in grants such as Pell Grants, Cal Grants, and other scholarships. Financial aid is available to all income and asset level families, you just need to know the insider strategies how to position your finances to receive grants and scholarships. Brian Safdari is the founder of College Planning Experts, Inc.. Attend a free college planning workshop to learn how to send your child to a private college cheaper than a state college.
Posted under Tax Deductions by on February 9th, 2012 9:43 am
Gathering all W2 and 1099 tax forms into one place at the end of the year is important to make filing taxes as simple as possible. File a quick and easy tax return with very little effort with tips from an experienced tax consultant in this free video on tax details and deductions. Expert: Kristen Brand Contact: www.accell-us.com Bio: Kristen Brand has over eight years of accounting experience. She is a CPA in Florida and is a practitioner in Florida’s Certified Audit Program for sales and use tax. Filmmaker: Christopher Rokosz