|
Title |
Description |
| 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. |