» fiscal cliff

A Fiscal Cliffhanger: The Federal Estate and Gift Tax is Holding On in Ann Arbor

Now that the fiscal cliff has been averted — at least temporarily – there is widespread confusion about the effect on estate planning of the 11th hour tax law passed by the Senate on New Year’s Eve, and by the House of Representatives one day l… Read More
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Roth 401(k) Conversion Eligibility Expanded by Fiscal Cliff Deal in Ann Arbor

The new rules basically let you convert everything in a traditional 401(k), including pre-tax salary deferrals, at any age, into a Roth 401(k). “They’re opening up in a major way the assets you hold that can be converted,” says Ed Ferrigno, vic… Read More
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Are There Any “Winners” in the Fiscal Cliff Deal in Ann Arbor?

They didn't get what they wanted …. But they got what they needed. Is it true that for a real compromise to take place, everyone has to walk away a bit unhappy? If so, then the American Taxpayer Relief Act passed by Congress was the truest of… Read More
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The Fiscal Cliff & Your Health in Ann Arbor

If President Barack Obama and Congress cannot reach an agreement on the fiscalcliff…it would likely send the country back into recession…and ultimately, itcould hurt your physical and emotional health.      Financial health an… Read More
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