Quantcast
Channel: Borgida CPAs » Beneficiary
Browsing latest articles
Browse All 7 View Live

Image may be NSFW.
Clik here to view.

The Importance of Beneficiary Designations

When was the last time you checked your beneficiary designations for your retirement accounts that were established years ago?  Beneficiaries are the individuals or entities (such as a charity) that...

View Article



Image may be NSFW.
Clik here to view.

How to Plan for College Using The 529 Plan

Next to saving for retirement, your biggest financial challenge is probably saving for your child’s college education.  College costs have skyrocketed!  People wonder how they will afford the cost of a...

View Article

Image may be NSFW.
Clik here to view.

The Last Tax Cut

The Obama administration is exploring a temporary tax cut for employers on their payroll tax obligations. Payroll Taxes Currently, employees pay 4.2% Social Security taxes up to $106,800 in wages....

View Article

How to Double Your Estate Tax Exclusion by Using a Credit Shelter Trust

For 2011 and 2012, the federal estate tax exclusion is $5 million.  For taxable estates in excess of $5 million, the highest federal tax rate is 35%.  If there are no changes to the law, the federal...

View Article

Image may be NSFW.
Clik here to view.

4 Reasons to do a Roth Conversion

A Roth Conversion is when funds are taken out of an IRA and converted into a Roth IRA. This conversion results in taxable income. Here are 4 Reasons to do a Roth Conversion: 1) You’ve Got the Cash...

View Article


Image may be NSFW.
Clik here to view.

3 Reasons to Fund a 529 College Savings Plan

  1) College is Expensive According to the College Board the average tuition for a 4 year private education is $39,518 per year.  The average cost of a 4 year in- state public education is $17,860....

View Article

Image may be NSFW.
Clik here to view.

4 Reasons NOT to Wait for Your K-1

Subchapter S corporations (“Sub S”), partnerships, limited liability companies (“LLC’s”) and estates and trusts issue form K-1′s. This form documents the stockholders, partners, members or...

View Article
Browsing latest articles
Browse All 7 View Live




Latest Images