2014 Year End Tax Planning Tips
If you recently received a letter offering you a lump sum distribution or an annuity from a former pension plan, you may be trying to weigh your best options. Your former employer can tell you what the choices are but they are not able to offer guidance about what choice will be best for your own situation. Here are some things to consider as you make your decision.
Quarterly Investment Commentary as of 10/1/14
So far in 2014, the bull market has lifted stock prices, but volatility increased in September, and the stock market corrected to the negative in the range of 3% to 4%.
In the Fall of 2014, the New State Tax Department will automatically mail checks to eligible taxpayers. If you are eligible for the credit, you do not have to apply. The family tax relief credit is a $350 payment to certain middle-income New Yorkers.
CFM Quarterly Investment Commentary - 9/1/14