What is the future of the federal estate tax? All we know for sure is that no one knows anything; it’s all speculation. So, let’s take a look at what could happen.

Speculating on the Future of Estate Tax

You don’t want to pay more in taxes than you have to. That means taking advantage of every deduction and credit that you’re entitled to, and recognizing potential opportunities to save. It also means staying on top of deadlines, and avoiding mistakes that could prove costly down
the road. So, here are some things to keep in mind this filing season: 2011 Tax Season Considerations

Many retirement plan and IRA limits are indexed for inflation each year. Some of the key
numbers for 2012 are discussed here: Retirement Plan Limits 2012

Is it different this time?  Are you getting sea sick with all the ‘ups’ and ‘downs’ of the stock market?  When markets are volatile, sticking to a long-term investing strategy can be a challenge. Though past performance is no guarantee of future results, it might help you keep the ups and downs in perspective to see how recent market action compares to previous market cycles.  Keeping Market Volatility in Perspective

We will be holding a seminar at the Louisiana Archives Building on Retirement Income Strategies.

• When:

Monday January 23, 2012 from 6:00 PM to 7:30 PM CST

Between 1984 and 2009, the median net worth of a member of the House has risen 2 ¹ / ₂ times, according to the analysis of financial disclosures, rising from $280,000 to $725,000 in inflation-adjusted dollars.

Over the same period, the wealth of an American family has declined slightly, with the median sliding from $20,600 to $20,500, according to the Panel Study of Income Dynamics from the University of Michigan.

As reported in the Washington Post it pays to hold elected national office.  Not only are your investment returns superior to your constituents, your income much better as well…..