Taxes
- Alternative Minimum Tax Defines the alternative minimum tax program, who is at risk, and what that risk means to you.
- Reducing Investment Tax Discusses ways to avoid high taxation for those with sizable investment assets; helps you to decide if an alternative minimum tax is for you.
- Reducing Your Tax Liability Discusses ways to save yourself taxes while also saving for the future; provides an explanation of the different savings vehicles available toward this end.
- Remaining Tax Reductions Provides a brief discussion on the tax deductions you might be able to include in your next return, including medical and business expenses.
- Tax Deferral Strategies Gives an explanation of the benefits of tax-deferred savings and ways to save for retirement under a tax-deferred status.
- Tax Reduction Outlines the recent changes in tax code that will provide some tax relief for taxpayers in all tax brackets.
- Tax Reform Benefits Provides a short discussion of recent tax reform moves and urges you to stay up-to-date on changes to the tax code in order to maximize your own return.
- Tax-Shifting: Fixed Annuity — Mutual Fund Strategy Discusses the strategy of combining a fixed annuity with mutual fund investments for those currently nearing retirement; talks about who should take advantage of this strategy and all costs and benefits associated with it.
- Trimming Taxes on Your Social Security Benefits with Annuities Describes ways to cut down on taxes on your social security payments by investing in annuities.
- Rev. Rul. 2002-75, 2002-45 I.R.B. 812 Allows the transferal of an annuity into an existing annuity tax-free.
- Rev. Rul. 2002-62 Provision of legal language concerning the tax-free transferal of annuities.
- Internal Revenue Bulletin: 2004-9 Notice 2004-15 Section 72 Provision of text from the IRS concerning annuities and when a tax-free status can be expected.
