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Financial Planning Checklist For Individuals |
| Once you've finished with your year-end filing and
your return is on its way to the IRS, take a minute to consider these
questions concerning short and long-term financial goals, IRAs, Keoghs,
employee benefits, your children(s)' education, emergency funds and many
others. These planning techniques can help you decide if the money you have
left over is really left over money!
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Changing Jobs? Don't Forget Your 401(k) |
| A simple misstep in your approach on how to handle
your 401(k) savings can easily kill half of what you've saved! A simple
rollover might be one of the easier, and more financially rewarding, ways to
handle this situation. This article explains this in greater detail with a
very powerful example of how penalties and taxes can really hurt your plan
if not handled correctly.
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Commuter's Tax Break |
| The Transportation Equity Act for the 21st Century
has made many new deductions available for commuters. This article explains
how it works, if you're eligible or not, and how you can easily use it to
save money on your taxes.
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5 Commonly Overlooked Deductions |
| Personal exemptions, using a credit card to your
advantage, home equity deduction limits, and IRA funding tricks and how to
avoid early withdrawal penalties are all very important strategies for
individual taxpayers. Click above to learn more about them.
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Are You A Tax Time Bomb? |
| Learn the Six Commandments for Staying Out Of Jail
and how simple they really are to follow. The last thing we all want is a
painful and expensive federal audit. When executed, these six items can help
you sleep soundly at night.
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IRS Targets: What To Do If You're One Of Them |
| The IRS targets 4 types of taxpayers for regular
audits. If you're self employed, work out of your house, hire independent
contractors or haven't filed a return recently, here's what to do.
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How To Neutralize The IRS's Power |
| Considering that that the IRS is solely responsible
for collecting Federal taxes and imposing penalties for late, understated or
evasive filings, the IRS poses one of the largest financial threats to many
individuals and business owners. Here's how to neutralize their power.
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How To Avoid An Audit Completely |
| Successfully avoiding audits, while still claiming
significant deductions is possible if you follow 11 simple steps.
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Are You Getting Good Financial Advice? |
| Finding financial guidance is easy, judging the worth
of it can be a much tougher task. Even hiring a professional adviser is no
guarantee you'll get great advice. If you're paying someone for a
personalized plan, you especially want to make sure you're getting your
money's worth. Don't just look at the numbers, what's your gut telling you?
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Yearly Tax Calendar |
| Although timing of some activities is critical, it's
important to review all tax considerations from the perspective of your
specific needs and establish an individualized planning calendar. This short
article highlighting key points of yearly tax planning, broken up into
quarters, is a great guide to model your customized plan by.
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Current Tax Rates |
| The tax rates seem to change every year. Here's the
rates for the current year.
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