THE WEALTH STRATEGIST
November 28, 2006  Volume 2 | Issue 2
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Deadlines and Consequences

David J. Goldberg, CRPC

There are so many times over the course of our lives when we are told to complete a task by a certain day and time.  From the time when we are small children, until the time when we have small children, and even during the time when we have g...

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Problem Tax Areas to Avoid

James Michaelis, CLU, ChFC

While most of us may hate to pay taxes, one trip to a third world country will certainly help you appreciate how developed our society is compared with some of our neighboring countries.  For many businesses, self-employed individuals, homeow...

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Tapping into your IRA before Age 59 ½

Steven T. Merkel, CFP®, ChFC

Individual Retirement Arrangements (IRAs) are outstanding savings vehicles available to most of us throughout our lifetime.  If used wisely, individuals can accumulate large account balances and transfer existing 401(k) plans into their IRA w...

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Florida Intangible Tax is Gone!

Barbara A. Reilly, CPA, CSA

Nothing is more certain in life than death and taxes.  However, on April 26, 2006, the Florida Senate approved legislation to repeal the annual Florida Intangible Property Tax and Governor Jeb Bush later signed the legislation into effect on ...

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