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Home›Category: "Taxes" (Page 11)

Taxes

  • Some income tax documents should be saved

    Taxes
    September 17, 2012
    by Kurt J. Rossi
    For many taxpayers, it can be difficult to determine when it is safe to eliminate old records. From utility bills and credit card statements to trade confirmations and tax returns, ...
    Read More
  • Stretch IRAs offer survivor and tax benefits

    Retirement, Taxes
    September 4, 2012
    by Kurt J. Rossi
    The next pitfall has to do with meeting a deadline. A properly titled account must be set up by Dec. 31 of the year following the date of death of ...
    Read More
  • Roth 401(k) plans give investors more options, potential

    Investing, Retirement, Taxes
    July 22, 2012
    by Kurt J. Rossi
    Employers have begun to broaden their retirement plan offerings by adding the option of a Roth 401(k) to their traditional plans. The Roth 401(k), first introduced in 2006, is finally ...
    Read More
  • Getting ready for retirement

    Cash Reserves, Cash-flow & Budgeting, Insurance, Retirement, Taxes
    June 10, 2012
    by Kurt J. Rossi
    Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, the realities of retirement can be far ...
    Read More
  • How to invest if tax rates increase

    Estate Planning, Investing, Retirement, Taxes
    May 27, 2012
    by Kurt J. Rossi
    The fiscal cliff is right around the corner. The combination of tax increases and spending cuts which are currently scheduled to occur at the beginning of 2013 could have a ...
    Read More
  • Rebalancing after the stock rally

    Investing, Retirement, Taxes
    April 1, 2012
    by Kurt J. Rossi
    Despite the uncertainties in Europe and the sluggish U.S. economy, the U.S. stock market has seen a dramatic move upward since October of last year. In fact, the market is ...
    Read More
  • Looking twice at tax deductions

    Insurance, Mortgages, Taxes
    February 19, 2012
    by Kurt J. Rossi
    At more than 16,845 pages long and ever-changing, the U.S tax code is one of the most difficult documents for the average American to understand. It’s no wonder many taxpayers ...
    Read More
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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