February 2014 Newsletter

Planning Your Financial Future February 2014
I don’t know about you, but I’m ready for Spring! No more snow!! No more cold!! Please!!
The Frugal Habits of Millionaires
We’ve all heard the saying “it takes money to make money.” So how can you find extra dollars to save and invest? If you want to improve your financial position, take a page from a millionaire’s playbook and consider putting these habits into practice.
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Married Filing Jointly or Separately? The Choice Is Yours
Because of a number of special rules, your combined income tax will often be lower if you file married filing jointly than if you file married filing separately, but that is not always the case. You should generally calculate your tax both ways and choose the filing status that results in the lower combined tax.
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Filing Your 2013 Federal Income Tax Return
For most people, the due date for filing a 2013 federal income tax return is April 15, 2014. Here are a few things to keep in mind this filing season.
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Are you ready to retire?
There are several important issues you should consider before making the important financial decision of when to retire.
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How much can I contribute to my IRA in 2014?
The amount you can contribute to your traditional or Roth IRA remains at $5,500 for 2014, $6,500 if you’re 50 or older.
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Refer a friend
IRS regulations require that I advise you that, unless otherwise specifically noted, any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014.

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This entry was posted on Monday, February 10th, 2014 at 11:31 am. Both comments and pings are currently closed.

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