Happy Thanksgiving! This week, our show will not broadcast live. Listen in on Wednesday night for a replay of one of our past shows. If you have questions, submit them to me via our e-mail form and I’ll get back to you personally.
Remember the Medicare surtax kicks in this year. Are you ready if it applies to you? The IRS has a Q&A available online with the basics. Speak with you financial advisor to find out how this applies to your individual situation.
December 5, 2013
October 14, 2013
August 6, 2013
Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org