|
GPS Financial Services, Inc. |
|
FOUNDED IN 2007. WE ARE MADE UP OF EXPERIENCED ACCOUNTANTS, TAX SPECIALISTS AND INSURANCE ADVISORS. WE ARE STAFFED YEAR ROUND!
Form 1040 from 1913
|
|
|
Written by Erik Glushien
|
|
Tuesday, 07 September 2010 08:28 |
|
Securities offered through KMS Financial Services, Inc. Member Finra/Sipc
This site is for informational purposes only and isnot an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.
|
|
Last Updated on Monday, 01 August 2011 11:14 |
It Is Time For Tax Planning 2011
|
|
Free Tax Review of the last 3 years of tax returns that were prepared by another firm!
Make an Appointment at one of our Multiple Locations
|
|
Free insurance reviews (life, health, disability and long term care).
Free investment reviews!
Do you have questions pertaining to your 401k, Sep Ira's, Traditional Ira's, Roth Ira's,keogh plan or FSR's?
Do you have questions pertaining Rollovers of the above?
Call or Email Today!
561-752-1441
|
|
|
|
STRATEGIES FOR SUCCESS
On December 17th, President Obama signed the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Relief Act), which extended a number of the Bush-era tax cuts. In this month's Insight Series, we'll provide a brief rundown of the major points of the legislation and discuss sales strategies that can leverage the Act's provisions and help you, please see below.
|
|
|
|
•
|
Income and estate tax brackets
|
|
•
|
Estate tax exclusion amounts
|
|
•
|
Traditional and Roth IRA and qualified plan contribution limits
|
|
•
|
The pending 2013 3.8% Medicare tax
|
|
In light of these prospective changes, we will also review planning strategies that may help mitigate or control taxes, including:
|
|
•
|
Gifting
|
|
•
|
Roth conversions
|
|
•
|
Credit Shelter Trusts
|
|
•
|
Long-term Care funding
|
|
•
|
Non-qualified deferred compensation plans
|
|
•
|
Charitable Remainder Trusts
|
|
•
|
Generation Skipping Trusts
|
|
•
|
Life insurance
|
|
|
|
|
Tax Tips
|
|
Some things to remember for your 2011 taxes.
|
|
|
|
|
|
|
|
|
|
Page 1 of 2 |
