HEADLINES
|
MEDI
MINUTES
Medicare Beneficiaries: Get Replacement Cards Online
People who get Medicare benefits
need a Medicare card to show to medical treatment sources to obtain services.
MONEY MATTERS
IRS Liberalizes IRA Rollover Rules
The IRS recently issued a
Private Letter Ruling continuing a trend of liberalizing rollover rules
for IRAs.
OF INTEREST
New Bill to Raise Maximum Contributions for
IRAs & 401(k)s
The House Ways and Means
Committee has approved a bill that would dramatically increase maximum
allowable contributions to IRAs and 401(k) plans.
RESOURCE
CORNER
National Alzheimer's Study Offers Tips
A new report
on Alzheimer's disease highlights "challenges and opportunities" posed
by Alzheimer's and related disorders. |
Top
Site
Of
The
Week:
www.powerize.com
Access to news reports and articles on investments,
retirement funds and financial planning. Includes a stock ticker,
business finder and search engine to research companies or industries.
Book
Of
The
Week:
How
to Pay Zero Taxes: 2000 Edition
MORE
HEADLINES...
TAX TID-BITS
Tax Court: Limitations on Liquidation Will Affect
Value of FLP Interests
In a recent California case,
the Tax Court ruled that limitations on liquidation of a family limited
partnership (FLP) are not applicable restrictions under §2704(b)
and therefore must be taken into account when valuing the FLP interests.
WASHINGTON WATCH
Senate Passes Estate Tax Repeal
The U.S. Senate has voted
to repeal the estate tax over a 10-year period, but the 59-39 margin is
not enough to override the promised Presidential veto. |