October 30, 2007 |
Volume 3 | issue 1 |
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 FAC in the News...VOTED 2007 America's Top Financial Planners - Consumer Council Research
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412(i) Strategies for Small Business OwnersScott R. Schatzle, CFP®
Adam Smith is a 52 year old business owner who specializes in landscape design. The business is flourishing and Adam enjoys what he does but also looks forward to retiring at age 65. Mr. Smith wants to pursue his hobbies of sailing, voluntee... To read this entire article... Click Here! Avoiding Penalties on Retirement PlansSteven T. Merkel, CFP®, ChFC
By now, most of us have realized that 401(k), Traditional IRAs, Roth IRAs, and other similar retirement plans are one of the best savings vehicles out there today. The tax-deferred savings (and in some cases tax-free) are like no other inves... To read this entire article... Click Here! Don’t Be Spooked by year-end Tax PlanningRuth L. Forehand, CFP®
As the deadline for filing your individual 2006 return without penalty has recently passed; it is time to turn your attention to 2007 taxes. The last quarter of the year is a good time to assess what you wished you had done in 2006, to revie... To read this entire article... Click Here! |
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