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A Fiscal Cliffhanger: The Federal Estate and Gift Tax is Holding On in Ann Arbor
January 17th, 2013
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…
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Roth 401(k) Conversion Eligibility Expanded by Fiscal Cliff Deal in Ann Arbor
January 15th, 2013
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…
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Categories: Estate Planning
Are There Any “Winners” in the Fiscal Cliff Deal in Ann Arbor?
January 14th, 2013
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…
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The Fiscal Cliff & Your Health in Ann Arbor
December 19th, 2012
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…
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