Posted in Seniors on Apr 12th, 2007 No Comments »
Most Baby Boomers are still contributing to retirement accounts. For those who are no longer working, the distributions may be their primary source of money to live. The source of money has an impact on their housing and lifestyle goals.
Contribution limits:
Roth IRAs and traditional IRAs 2007: $ 4,000
2008: $ 5,000
Roth IRA […]
Posted in Seniors on Apr 12th, 2007 No Comments »
There are a number of changes in the laws affecting estate, gift, and capital gains taxes. Here is some brief information on the changes.
Federal estate tax law amounts–For many people over age 50, the home is the largest asset in their estate. The amount in an estate that is excluded from Federal Estate Tax is […]
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