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Articles
Planning for the Illinois Estate Tax
November 2009
Act Now! Planning for the Illinois Estate Tax With the American public focused on the issue of health care reform, and nursing their hangovers from riding the stock market roller coaster, it is unlikely that many people are losing sleep right now over the… Continue reading
Time-worthy tactics: Tax Loss Harvesting
September 2009
Time-worthy tactics: Tax Loss Harvesting September brings more than a new school year to mind; with 2010 right around the corner, it’s time to start thinking about tax loss harvesting again. The tactic, which involves selling securities at a loss, is one of the best… Continue reading
Convert your IRA to a Roth IRA
September 2009
Clients and friends, the Roth IRA may be one of the best deals in retirement planning. You need to take note of this and decide if you should convert your IRA to a Roth IRA. You can analyze the all the plusses and minuses, but… Continue reading
Tax loss harvesting, why you should do it before year end.
November 2008
A new study by Lipper, a Reuters company, shows that investors needlessly give up as much as 23% of returns to taxes.” Beverly Goodman, TheStreet.com 8/26/02 So you have endured the pain of the market decline. Now is the time to position yourself to take… Continue reading
Do you sell your home now or wait?
September 2008
Sell the home now or wait until the real estate market comes back? That is the question… by Susan J. Templeton What if a homeowner wants to sell his or her house sometime soon but does not want to settle for a lower price due… Continue reading