Wealth Management Exchange - Articles - Current Alerts and Discussion Groups

Can New Estate Planning Law Help Recover Investment Losses?

no@spam.com (Jeff Verdon) — Mon, 31 Jan 2011 09:51:29 MST

A tax and investment planning structure will not only take advantage of the temporarily higher estate and gift tax exemption amount but could help investors recover some losses.

Highlights Of The New Tax Law

no@spam.com (David Stafseth, CPA, Director of Client Services, Vogel Consulting) — Tue, 21 Dec 2010 10:01:06 MST

The new tax law has many favorable provisions for investors but generates uncertainty following 2012.

Short- And Long-Term Investment Recommendations

no@spam.com (Michael Lewitt, Editor, The HCM Market Letter) — Mon, 20 Dec 2010 02:48:34 MST

Everyone should keep buying gold because central banks and governments keep debauching their currencies.

The Case For Investing In Emerging Markets

no@spam.com (Peter Thoms, CFA, Founder, Orion Capital Management LLC) — Mon, 18 Oct 2010 01:00:00 MDT

Equity markets around the world are developing and investment options are multiplying, allowing investors the ability to better target specific investment themes and countries.

When To Convert The Traditional IRA Into A Roth IRA

no@spam.com (The Trusts and Estates Department at Wiggin and Dana LLP ) — Thu, 04 Mar 2010 04:07:07 MST

According to Bob Benjamin a partner in the Trusts and Estates Department, Wiggin And Dana, prior to 2010, an individual could convert a traditional IRA into a Roth IRA provided his or her modified adjusted gross income did not exceed $100,000. Starting in 2010, an individual may make such a conversion regardless of his or her annual income.

Tax Rates for Top 400 Earners Fall as Income Soars, IRS Data

no@spam.com (David Cay Johnston) — Sun, 21 Feb 2010 22:20:43 MST

The figures show that widely published reports asserting that the richest Americans are losing relative ground and "becoming poorer" are not supported by the official income data.