Posts in Financial Articles

A Compromise

Many expected a deal – but not necessarily this one. Political and economic analysts widely believed that President Obama and Republican leaders would .....

Don’t Miss the IRA Contribution Deadline!!!

Don’t miss the IRA contribution deadline! Make sure you make your 2008 IRA contribution before April 15! With share prices at historic lows, fully funding your IRA for 2008 (and 2009) could mean a tremendous boost toward saving for retirement. Times are tough, but remember:

TARP’s Past, Present and Future

Dear fellow tax payer, You may be wondering: what has the Troubled Asset Relief Program really accomplished? How was the first half of the TARP money spent? Where will the second half go? It’s time for a quick peek at TARP past, present and future. Where the money went

COULD YOU RAISE YOUR SOCIAL SECURITY INCOME BY $1,000 A MONTH?

How filling out Form SSA-521 could help you put more money in your mailbox.

ASSESSING THE MID-TERM ELECTIONS

What effect could the results have on stocks and taxes?

RULES CHANGE FOR IN-SERVICE 401(K) ROLLOVERS

401 (k) - to Roth Rollovers are now possible before age 59 1/2 A new possibility. Sometimes employees want to pull money out of a 401(k) before they retire. It isn’t always because of an emergency. Some workers want to make an in-service non-hardship withdrawal just to roll their 401(k) assets into an IRA. Why? They see lower account fees and greater investment choices ahead.

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