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Stocks Drop Sharply on U.S., Global Economic Worries
(McNeely Content/Blog)
... registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investment Management Consultants ...
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Trust Basics
(McNeely Content/Blog)
... * Income generated by trust assets and not distributed to trust beneficiaries may be taxed at a higher income tax rate than your individual rate The duties of the trustee The trustee of the trust ...
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Annuity Distributions
(McNeely Content/Blog)
... each period for as long as there is money in the annuity. Whose life is it, anyway? It's possible to set up an annuity so that it provides income over the life of two individuals. This is known as a ...
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Health Insurance for College Students
(McNeely Content/Blog)
... health plan because he or she no longer fits the definition of a dependent child, your child may be eligible for coverage under the Consolidated Omnibus Budget Reconciliation Act (COBRA). This is an individual ...
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Gift and Estate Tax
(McNeely Content/Blog)
... spouse (and you are both U.S. citizens) * Amounts paid on behalf of any individual as tuition to an educational organization or to any person who provides medical care for an individual State gift ...
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Evaluating a Job Offer
(McNeely Content/Blog)
... be getting a good salary and great benefits, but you may still be unhappy if the work environment doesn't suit you. Try to meet the individuals you will be closely working with. It may also be helpful ...
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Fixed Annuity Contracts
(McNeely Content/Blog)
... penalty tax on earnings. Gifting an annuity policy for less than full value to individuals (other than a spouse or a former spouse as part of a divorce decree) and using an annuity as collateral for a ...
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Annuities: Traps for the Unwary
(McNeely Content/Blog)
... annuity. You should also be aware of the rules regarding the taxation of annuity payments made to your beneficiaries. Gifts of annuity contracts If you own an annuity and give it to another individual ...
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Social Security Disability Benefits
(McNeely Content/Blog)
... Commissioner's Individual Disability Table A.) That's why it's important to know what disability benefits you may be entitled to under Social Security. The Social Security Administration (SSA) administers ...
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Understanding Long-Term Care Insurance
(McNeely Content/Blog)
... Most people associate long-term care with the elderly. But it applies to the ongoing care of individuals of all ages who can no longer independently perform basic activities of daily living (ADLs)--such ...
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Wills: The Cornerstone of Your Estate Plan
(McNeely Content/Blog)
... by another individual when you drew up the will * The will was forged or was otherwise improperly executed * The will was revoked Content Prepared by Forefield Inc ...
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Working with a Financial Advisor
(McNeely Content/Blog)
The world of 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse. In ...
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Asset Allocation
(McNeely Content/Blog)
... your choice of individual assets within a class can do the same. For instance, choosing stocks from different industries (e.g., automotive, high technology, retail, or utilities) within your stock allocation ...
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Accidental Death and Dismemberment Insurance
(McNeely Content/Blog)
... against disability or death. Instead, buy individual or group life and disability insurance--they offer much broader coverage and fewer limitations. But if you can get free AD & D insurance as part of ...
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ABCs of Auto Insurance
(McNeely Content/Blog)
... an accident, you may be liable for some or all of the damages. Liability coverage protects you from potential lawsuits by providing coverage to individual(s) injured as a result of your negligence. The ...
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Do you qualify for the new Making Work Pay tax credit?
(McNeely Content/Blog)
... qualify, this credit equals 6.2 percent of earned income, up to $400 ($800 for married couples filing jointly). Do you qualify? Most working Americans will, but nonresident aliens and individuals who ...
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Health Care Reform
(McNeely Content/Blog)
... health coverage available to all Americans. To help provide coverage to individuals and families who can't afford it, most of the proposals provide assistance in various forms, including new tax credits, ...
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Recharacterizing IRA Contributions and Roth Conversions
(McNeely Content/Blog)
Recharacterizing IRA Contributions and Roth Conversions Introduction Qualified distributions from Roth IRAs are free from income tax at the federal level. If you convert your traditional individual retirement ...
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Be Sure To Stock Up In Your IRA
(McNeely Content/Blog)
... there can be no assurance that past performance will guarantee future results. Few investment vehicles are of a longer-term nature then an Individual Retirement Account (IRA), and no other financial asset ...
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You Have Choices
(McNeely Content/landingpage)
... to roll it over. This way, you can keep your retirement savings invested in a tax-advantaged investment vehicle or individual retirement account (IRA), and have an active say in its destiny. Don’t put ...
