Pension funds Sharb Digit Pty Ltd wishes to accumulate funds to provide a retirement pension funds annuity for its Director of Marketing, Penny Peters. Penny, by contract, will retire at the end of exactly 10 years. On retirement, she is entitled to receive an annual end-of-year payment of $35,000 for exactly 20 years. If she…

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http://www.kiplinger.com/businessresource/forecast/archive/health-care-reform-tax-hikes-on-the-way.html 1. A new 10% excise tax on indoor tanning services on services provided after June 30, 2010. 2. The new law gives small firms tax credits as incentives to provide coverage, starting this tax year. Employers with 10 or fewer workers and average annual wages of less than $25,000 can receive a credit of…

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The provisions fall into the following three themes: 1) Traditional savings accounts; 2) IRAs and their contribution limits; 3) Addressing minimum distributions from retirement accounts for seniors. Specifically, the legislation would do the following: – Exclude up to $500 (twice that amount for married couples) of interest income from gross income annually. – Permanently increase…

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If you don’t know the rules of the game, it’s easy to get fouled out, and when it comes to IRA Rollovers, those fouls can cost you big money if you are not careful.  It’s inevitable, at some point or another we might ditch one provider, advisor or fund company for another.  Or we may…

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http://www.pathtotruewealth.com Are you like me and was on the path of the 65 year plan. The way things are now we need a new plan. Duration : 1 min 25 sec

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In this interview Dan turns the tables on David and asks him about tax consequences about several scenarios of investment including on death benefits. Beneficiary designations, US retirement accounts, cross-border implications of retirement investments in “the other country” Segment 1: Registered Retirement Savings Plans – it turns out that David’s father was the manager of…

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http://www.cakefinancial.com Most of us spend so much time putting money into a 401(k) plan we forget about the fun part—how you take money out of your 401(k) plan. Generally speaking, you can start taking distributions from your 401(k) plan when you reach age 59?. You can take a little at a time, or all the…

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http://retire.localbizmedia.com is all about planning a retirement and services of a local Loveland financial planner Duration : 1 min 17 sec

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The redistribution of wealth is not the plan of Jesus. Listen as The Honorable James David Manning teaches why. This message was preached on 23 August 2008. Duration : 0:7:56

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