Each month, you'll get updates on tax savings and deferral techniques, approaches to investing your wealth, estate preservation strategies, and other practical information.
September 25th, 2006
SURPRISES ARE FOR BIRTHDAYS NOT FOR TAX TIME ™ Now’s the time to do proactive strategic planning to save and defer taxes. After Dec 31st it’s too late. Start by having a tax projection done - even using ballpark numbers - get an idea of the bigger picture as soon as you can, to facilitate the key moves you ought to be making before year end. For example capital gains earned would suggest that you seek to realize capital losses to offset the gains; if you are in the alternative minimum tax mode then you might be looking to invest in taxable bonds rather than in tax-free muni’s - and you may also be far better off deferring tax deductions like prepaying property taxes and making charitable contributions in 2007 when the deductions could be more valuable when taken against a higher marginal tax rate.

Year End Tax Planning for 2006:
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August 25th, 2006
A radically simple approach to investing that has beaten the pants off the pros. Learn about a Rip Van Winkle approach to asset management that is right at the place where “Buffettology” meets John Bogle and the Nobel prize winning economists. It combines cost-effective and tax-efficient index investing, optimal asset allocation, diversification, rebalancing and global investing into a powerful solution to the dilemma most of us face when deciding where to invest our nest eggs. Selwyn Gerber CPA surveys the landscape, shares valuable insights into long term investing and points out the flaws in conventional thinking. You’ll learn about the traps for the unwary and how to avoid them.
Visit www.RVWinvesting.com.

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August 1st, 2006

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