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Retirement Living
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| Brought to you by H.I.B. Planning & Benefits |
January 2007 |
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Goodbye 2006 - Hello 2007! Only 3 1/2 months until spring....
Now that the holiday hustle is over, remember to start the year off on a good note. Instead of rushing to get your IRA contribution in for your taxes, contribute monthly - most of the investment companies accept monthly contriubtions of $50 or $100, put it on automatic - call my office to find out how and if this strategy is right for you. 732-780-2406
I wish you health and success in '07.
Dirk
January Dates to Remember:
1/1 - New Years Day
1/15 - Martin Luther King Day
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Look at What's New for 2007
Every new year offers some surprises, and 2007 is no exception. Here's a look at some of the changes--big and small--that may affect your finances this year. |
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The Most (and Least) Tax-Friendly States for Individuals
Your state of residence means little when it comes to federal income tax, but makes all the difference when it comes to the state and local taxes you pay. If your state is reaching too deeply into your pockets, you can always move to greener pastures. Before you pack your bags and call a mover, however, here are a few factors to consider. |
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Successful Investors' Strategies and How You Can Apply Them
For golfers looking to improve their game, it can be useful to watch Tiger Woods. In the same way, investors can learn from acknowledged money masters. Though you may not have their experience or resources, understanding the philosophies they use can help you develop your own investing approach. |
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Ask the Experts: Is it too late to make an IRA contribution for 2006?
You can make an IRA contribution for 2006 at any time up until the due date for filing your federal income tax return for the year. For most people, this will be April 16, 2007. This deadline isn't affected by any extension you may receive to file your return. So, if you obtain an automatic six-month extension, you'll have additional time to file your tax return, but you won't have any additional time to make an IRA contribution. |
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Ask the Experts: How do I undo my 2006 Roth IRA conversion?
So you converted your traditional IRA to a Roth IRA in 2006, and now you've determined that the conversion no longer makes good tax sense, or that you were ineligible to make the conversion in the first place. What do you do? You may be able to reverse ("recharacterize") your conversion. When you recharacterize a Roth conversion, it's as though the conversion never occurred, and the funds are treated as having never left your traditional IRA. |
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*Securities offered through Royal Alliance Associates, Inc. Member NASD/ SIPC
*Advisory services offered through New Century Financial Group, LLC an SEC registered investment advisor
For information on how we can provide help for your personal insurance and financial needs call our office at 1-732-780-2406 or visit our website at www.HIBPLAN.com.
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