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Make 2007 Your Best Year Ever 12/31/06

Make 2007 Your Best Year Ever 12/31/06 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/31/06 Make 2007 Your Best Year Ever 12/31/06 “Make 2007 Your Best Year Ever!” 12/31/06   Last week, I extolled the value of listing the successes of the past year as well as taking time to count […]

The Christmas Gift 12/24/06

The Christmas Gift 12/24/06 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/24/06 The Christmas Gift 12/24/06 “The Christmas Gift” 12/24/06   Tomorrow is one of the most important days of the year for people of the Christian faith as we celebrate the birth of Jesus Christ and His ultimate gift of […]

The Heart of Christmas on a Shoestring Budget 12/17/06

The Heart of Christmas on a Shoestring Budget 12/17/06 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/17/06 The Heart of Christmas on a Shoestring Budget 12/17/06 “The Heart of Christmas on a Shoestring Budget” 12/17/06   With only a few days left until Christmas, you’re probably busy with last minute shopping.  […]

Drop Dead Deadlines 12/10/2006

Drop Dead Deadlines 12/10/2006 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC Drop Dead Deadlines 12/10/2006 Drop Dead Deadlines 12/10/2006 “Drop Dead Deadlines” 12/10/06   Whether you plan to establish a retirement plan, grab some last minute tax deductions or make gifts to charities, you’ll want to make sure to meet the […]

A New Strategy for Roth IRAs 11/26/06

A New Strategy for Roth IRAs 11/26/06 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC A New Strategy for Roth IRAs 11/26/06 A New Strategy for Roth IRAs 11/26/06 “A New Strategy for Roth IRAs” 11/26/06   In this final installment of my series on IRAs, I’ll discuss the various rules that […]

Nightmares of Inherited IRAs

“Nightmares of Inherited IRAs” 11/19/06   Last week, I discussed year end planning steps if you are over age 70 ½ and have one or more retirement accounts.  But, what must you do if you have inherited an IRA?  Depending on the circumstances, the rules are equally complex and the penalties for not following the […]

Over Age 70? Avoid These IRA Mistakes!

“Over Age 70? Avoid These IRA Mistakes!” 11/12/06   Last week, I discussed some of the tax advantages of using your IRA for charitable gifting.  This week, I’ll focus on IRA planning that needs to be done now in order to avoid costly penalties of missed deadlines.  I am currently working with a client whose […]

Giving Away Your IRA

“Giving Away Your IRA” 11/5/06   One of the best ways to accumulate wealth continues to be investing in retirement plans such as IRAs and 401(k)s.  After all, you receive an immediate deduction for your contribution based on your highest marginal tax bracket and your money grows tax free, in many cases for decades,  In […]

Over Age 65? Make $300 for 1 Hour’s Work!

“Over Age 65?  Make $300 for 1 Hour’s Work!” 10/29/06   These days, in spite of fluctuating house prices, the good news is that most homeowners have found that home ownership has been one of their best investments over the past decade.  The bad news is that with rising values, they face increasing expenses in […]

Annuities Revisited-Part II

“Annuities Revisited- Part II” 10/22/06   Last week I began a discussion about the options available under annuity contracts.  Over the past few years, annuities have become increasingly sophisticated and, unfortunately all the more confusing to the consumer.  This week, I’ll finish my review of annuities and explain what you should be aware of when […]