Plan would give retirement savers more time

Westchester NY accountant Paul Herman of Herman & Company CPA’s is here for all your financial needs. Please contact us if you have questions, and to receive your free personal finance consultation! By Bankrate I admit it. I’m thinking about retirement. Of course, I’ve been thinking about retirement since I was 30. Back then, my retirement thoughts were (mostly) about socking away money…

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Education Expenses FAQs

There is a limited deduction allowed for higher education and related expenses. In addition, business expense deductions are allowed, without a dollar limit, for education related to the taxpayer’s business, employment included.

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Fourth Quarter Tax Planning

Despite these tax increases, the current federal income tax environment remains relatively favorable by historical standards. This article presents some tax planning ideas to consider this fall that may apply to you and/or your family. Note that it is critical to evaluate all tax planning strategies in light of the alternative minimum tax (AMT).

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Steps to Reduce Your Cost of Living

See if your utility has a subsidizing program to make your home more energy-efficient. If that turns up nothing, you can still caulk your windows and check the insulation to make sure it has a high enough “R” factor.

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Coverdell Savings Accounts

The total contributions for the beneficiary (who is under age 18 or is a special needs beneficiary) of this account in any year cannot be more than $2,000, no matter how many accounts have been established.

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Roth IRAs for Kids

By making Roth IRA contributions for just a few years now, your child can potentially accumulate quite a bit of money by retirement age.

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Business Expenses

Business expenses are the cost of carrying on a trade or business. These expenses are usually deductible if the business is operated to make a profit.

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