Resources
Planning Concepts • Business Services • Wealth Management • Internet Resources
Planning Concepts
- IRS Increases Audits of Millionaires, Small Businesses
- Home Office Deductions
- Executive Summary of 2006 Tax Legislation
- Retirement Planning Tips for the Self-Employed
- The Best & Worst IRA Rollover Decisions
- Retirement Investing Do's & Don'ts
- Estate Tax Questions
- Estate Planning: It's a Fact of Life
- Estate Planning Mistakes
- Rating 529 College Savings Plans
- Tuition and the Tax Code
- Comparison of College Funding Strategies
- Term & Permanent Life Insurance
- The Biggest Risk to The Plan
- Benefits & Risk Management Planning
- Setting Investment Goals
- Money at Work
- Significant Investment Frauds
Business Services
- Thinking of Eventually Transitioning From Your Business?
- Smart Succession Planning
- What is Personal Financial Planning?
Wealth Management
Internet Resources
- www.benefitslink.com - Information on IRAs, 401(k)s, health plans, and long-term care benefits; Get technical questions answered by the pros.
- www.financialfreedom.com - Shows how much income a reverse mortgage might provide based on your age and the amount of equity in your home.
- www.ibbotson.com - A wealth of information on mutual fund performance from a veteran provider of investment data.
- www.indexfunds.com - A good source of information about risk and its relationship to return.
- www.investor.msn.com - Provides quality financial data, analysis tools, news from MSNBC, commentary and plenty of investor education.
- www.morningstar.com - Services, which range from the Basic to Premium, provide information on more than 7,500 mutual funds, screening tools, commentary and manager interviews.
- www.smartmoney.com - The most innovative investor tools.
- www.ssa.gov/planners/calculators.htm - Calculate your Social Security Benefit.
- www.tdameritrade.com - Click to view current market updates and general information
- www.72t.net - Calculate your premature distributions based on minimum distribution, amoritization, annuitization.
- www.calctools.com/newrmd.htm - Calculate your required minimum distribution per IRS table.
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