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Tag Archives: North Carolina CPA
Coverdell Education Savings Accounts
If you meet designated income limits, you can contribute $2,000 annually to a Coverdell Education Savings Account. Although contributions are not deductible, all earnings and withdrawals are tax-free, providing that you use the money for qualified education expenses, including those for kindergarten through high school. Continue reading
How To Speed Up A Tax Refund
Strategy: E-file your return. Continue reading
Posted in Tax and Money Tip of the Week
Tagged E-file, Money Tip, North Carolina CPA, Raleigh CPA, tax tip
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2010 IRA Contributions
There’s still time to make a regular IRA contribution for 2010! Continue reading
Home Office Deduction
We often hear people say they do not want to take the home office deduction because it is an audit “red flag.” However, this feeling may lead to missing out on a potentially significant and legitimate deduction.
House Votes to Repeal 1099 Provision
The U.S. House of Representatives voted to repeal an unpopular tax-reporting requirement affecting small business owners, in what would be the first substantial change to the sweeping health-care package signed into law last year.
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Protecting Your Loved Ones with Life Insurance
How much life insurance do you need?
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. Continue reading
Retirement Annual Income
Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate. Figuring out an appropriate initial withdrawal rate is a key issue in retirement planning and presents many challenges. Continue reading
Active vs. Passive Portfolio Management
One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment in selecting individual securities and deciding when to buy and sell them. A passively managed portfolio attempts to match that benchmark performance, and in the process, minimize expenses that can reduce an investor’s net return.
Money Tip of the Week: Investment Planning Series, Part 1 of 3
The combination of investments you choose can be as important as your specific investments. The mix of various asset classes, such as stocks, bonds, and cash alternatives, accounts for most of the ups and downs of a portfolio’s returns.
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Late Tax Breaks Delay IRS
Late Tax Breaks means some must wait until mid-February to file their tax returns.
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