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Good Day!
January is over, and we are in 2010. By now, you have probably received a ton of tax forms and stuffing it into a large envelope to take to your accountant. =) Please let me know if you need a recommendation, and will be able to point you in the right direction, or to guide you on some general tax planning issues. Some things to keep in mind are the Saver’s Tax Credits, and your allowed contribution limits for this year, as both may save you a good amount of money on your income taxes, and get you a larger refund.
One of the custodians we work with has 0 custodial fees, so it is an extra perk to either consolidate your retirement accounts, or transfer over any existing accounts. Your contribution limit is $5,000, plus an addition $1,000 if you are over 50 years young. There are a variety of investment options avail, tailored to your needs and preferences, offering guarantees and peace of mind.
Next, please find attached a quarterly investment outlook for 2010 by David Goerz, Chief Investment Officer of Highmark Funds. It is a great read if you want to get their take on 2010 and the state of the macroeconomic picture. You can access it by clicking here.
Last, but certainly not least, I would like to announce and introduce a new team member, Anastasia Popova, who has joined us officially, after passing her licensing exams, and deciding that should be compensated for all of the work that she does. =) Anastasia will be another point of contact in the office, and is reachable in the office by phone, or email at anastasia @ maksfs.com.
-Maksim N.
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