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TOPICS OF INTEREST

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Nexus Financial Monthly Newsletter-August 2010 The tax code allows IRAs to be created as trust accounts,custodial accounts, and annuity contracts. Regardless of the form, the federal tax rules are generally the same for all IRAs.
Nexus Financial Monthly Newsletter-July 2010 The year was 2001. The top marginal federal income tax bracket was 39.6%, and the tax rate that applied to most long-term capital gains was 20%.
What You Should Know about Inherited IRAs The rules governing inherited IRAs can be complicated. Here are the major issues.
Roth IRA Conversions-Planning for New Opportunities With the lure of tax-free distributions, Roth IRAs have become popular retirement savings vehicles since their introduction in 1998. But if you're a high-income taxpayer, chances are you haven't been able to participate in the Roth revolution. Well, that's about to change.
Nexus Financial Monthly Newsletter-February 2010 Filing your taxes may be a dreaded chore, but receiving your refund is a wonderful reward. What you do with a refund is up to you, but here are some ideas that may make your tax refund twice as valuable.
Nexus Financial Monthly-March 2010 Recent changes to the first-time homebuyer tax credit mean you might be able to benefit from the credit, even if you're not actually a first-time homebuyer.
Nexus Financial Monthly-April 2010 If you're helping your parents and trying to meet your own children's needs while looking ahead to your own retirement, you're part of what's called "the sandwich generation."
Summary of New Health Care Form Law Recently, two pieces of legislation, the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act of 2010 were signed into law.
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