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M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
09-28-2006, 12:25 PM
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#1
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Moderator Emeritus
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Location: Oahu
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M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
"Improving Your Retirement"
The "The Tax Increase Prevention and Reconciliation Act of 2005" that was passed this May has a few more features than I realized: higher AMT income triggers, changes to cap gains & dividends tax brackets, Roth IRA conversions, the kiddie tax, 529 withdrawals, charitable donations, IRA contributions from tax funds, rolling a 401(k) directly over to a Roth (!), and a host of 401(k)/pension changes.
"This is the most comprehensive pension reform we've seen in over 30 years. You can bet we'll be writing a lot more about these changes as we have a chance to think through all the financial-planning ramifications."
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
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09-28-2006, 12:30 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2003
Posts: 18,085
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
"Sue Stevens, CPA, CFP, MBA, and CFA Charterholder"
Translation: I spent too much time studying for and taking pointless tests.
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"All animals are equal, but some animals are more equal than others."
- George Orwell
Ezekiel 23:20
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
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09-28-2006, 12:33 PM
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#3
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Moderator Emeritus
Join Date: Feb 2004
Location: minnesota
Posts: 13,228
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
We do as good as Sue. Every one of those topics she mentioned has been discussed here.
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No more lawyer stuff, no more political stuff, so no more CYA
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
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09-28-2006, 12:34 PM
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#4
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Give me a museum and I'll fill it. (Picasso)
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
 Quote:
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Originally Posted by brewer12345
"Sue Stevens, CPA, CFP, MBA, and CFA Charterholder"
Translation: I spent too much time studying for and taking pointless tests.
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 .............wait a minute, you have two of those same designations!! * 
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Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
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09-28-2006, 12:37 PM
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#5
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Give me a museum and I'll fill it. (Picasso)
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
Quote:
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Originally Posted by FinanceDude
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Yes, so I speak from experience. 
__________________
"All animals are equal, but some animals are more equal than others."
- George Orwell
Ezekiel 23:20
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
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09-28-2006, 12:44 PM
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#6
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Give me a museum and I'll fill it. (Picasso)
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Re: M*'s Sue Stevens: "How Two New Tax Laws Will Affect Your Bottom Line"
Quote:
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Originally Posted by brewer12345
Yes, so I speak from experience.* |
Well, you have the RIGHT TWO in your chosen profession.............add the other two and you would be confused............
I know a few CPA's that got their CFP.......because they saw how much money the fee-based CFP's they did taxes for made..........and they wanted in...........
Seems to me there would be a built-in conflict of interest........... 
In fall 2007, I test for my CFP...................
__________________
Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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