Financial Planning Articles

From time to time we will post articles or links to articles regarding Financial Planning or Investing topics that we think you will find useful. These are not to be considered specific tax or investment advice. Please consult with your tax professional or other advisors to determine if these ideas make sense for you.

  • Special Tax Incentives for Landowners to Expire December 2007
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  • 2008 Qualified Plan Limits (PDF)
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  • Market Ignores "Hand Wringing" Problems
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  • IRA Gifts to Charity & the Pension Protection Act 2006
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  • Pension Protection Act - Corporate & Individual (PDF)
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  • Roth IRAs for Everyone
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  • Senate Passes Bill Extends 529 Benefit...
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  • You Can't Have Your Money and Spend It Too (PDF)
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  • Giving Via Beneficiary Designation
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  • Charitable Planning: Basic Problems & Solutions
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  • Charitable Remainder Trusts: The Giving is Good
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  • Daddy Missed the Tech Boom
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