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We'll keep you abreast of the latest NEWS and LAWS, as well as share our TIPS, TACTICS, and OPINIONS...all designed to help you grow your portfolio and reach and maintain your financial and retirement goals.
LATEST NEWS & VIEWS
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Contents of the 2009 Financial Tables
Uniform Lifetime Table for RMDs
Taxable Yield Equivalents
Present Value of a Lump Sum
Future Value of a Lump Sum
Present Value of a Series of Annual Payments
Future Value of a Series of Annual Payments
Contents of the 2009 Tax Tables
Income Tax Rates
Child Tax Credit
Kiddie Tax Rules
Corporate Dividend Exclusion
Individual Dividend Rates
Description of Capital Gains Tax Rates
Trust and Estate Tax Rates
Individual Retirement Accounts
Social Security, Medicare and Self-Employment Taxes
2009 Brings Changes to the “Kiddie” Tax
If a child is under 24 years old and has income and capital gains from investments, that income could be taxed at the parents’ tax rate, not the child’s tax rate.
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