6 Ways to Curb Taxes in Retirement via Morningstar

6 Ways to Curb Taxes in Retirement

Supreme Court case of Clark v. Rameker, which held that inherited IRAs are not "retirement funds" and therefore not protected from creditors under federal bankruptcy law...via Flastner Greenberg

http://www.flastergreenberg.com/newsroom-alerts-Supreme_Court_Rules_that_Inherited_IRAs_Are_Not_Exempt_From_Creditors_Under_the_Bankruptcy_Code_Clark_v_Rameker.html


www.prospectsfinancial.com

@ProspectsFinanc

The IRS Announces It Will Follow the Tax Court's One-Rollover-per-Year Decision

The IRS, in Announcement 2014-15, has indicated it will follow the recent Tax Court decision in Bobrow v. Commissioner, which held that a taxpayer may make only one tax-free, 60-day rollover between IRAs within each 12-month period, regardless of how many IRAs he or she maintains. However, the IRS will not apply this new interpretation to any rollover that involves an IRA distribution occurring before January 1, 2015.


http://www.irs.gov/pub/irs-drop/a-14-15.pdf

via Broadridge

www.prospectsfinancial.com @ProspectsFinanc

Our Commitment...

In addition to doing what is best for our clients, we are committed to allowing families to maintain their lifestyle that is familiar at a time when nothing is...

Visit our website:

www.prospectsfinancial.com

"How to Spot the Boss From Hell" via WSJ.com

http://online.wsj.com/news/articles/SB10001424052702303942404579360784194736714?mod=WSJ_FamilyFinance_FamilyFinance_5&mg=reno64-wsj&url=http%3A%2F%2Fonline.wsj.com%2Farticle%2FSB10001424052702303942404579360784194736714.html%3Fmod%3DWSJ_FamilyFinance_FamilyFinance_5

Together, with @LouProspectsFou, we are offering financial aid counseling...

More information is to follow. As part of our College Planning, we are able to offer financial aid counseling with a qualified and experienced representative. As part of sponsoring the Louisville Prospects Foundation, we can share in the experience of educating and offering services to the foundation's members.


To visit the College Planning page on Prospects Financial's website:
http://www.prospectsfinancial.com/#!college-planning/c234w

Top paying cities for women in 2014 via @Forbes

http://www.forbes.com/sites/susanadams/2014/02/03/the-best-paying-cities-for-women-2014/?utm_campaign=forbestwittersf&utm_source=twitter&utm_medium=social

Our Proud Project...louisvilleprospectsfoundation.org @LouProspectsFou

WE ARE VERY PROUD THAT WE ARE ABLE TO CONTRIBUTE TO THE LOUISVILLE PROSPECTS FOUNDATION, INC.

http://www.louisvilleprospectsfoundation.org/

What's on Deck for Investment-Related Taxes in 2014

What's on Deck for Investment-Related Taxes in 2014

Veterans Benefits "Aid and Attendance" Free help from the Louisville Prospects Foundation

Follow the link to our website and click the Veterans Picture to find out more. Then contact us and together with Prospects Financial, the Louisville Prospects Foundation will assist you with your application for "Aid and Attendance." Some U.S. Veterans qualify for this benefit and simply, do not know it exists.

http://www.louisvilleprospectsfoundation.org/

Start of the 2014, tax season, POLICY REVIEWS! @ProspectsFinanc @LouProspectsFou

Feel free to contact us for your free annual review concerning annuities, life insurance and estate planning. We offer experience, wealth-building strategies and team of professionals to care for each client. There are many reasons to review your policies.

One of the most important, taking a good look at beneficiaries on every policy. A thorough review, with an experienced professional, can ensure beneficiary designations will be up-to-date. Other reasons such as marriage, new jobs, babies, etc., etc. Many reasons that the professional can assist you in making the right decision.

www.prospectsfinancial.com