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ProActive Advisors Tip of the Month Archive - By Ben Lawler, CPA

ProActive Advisors Tip of the Month Archive - By Ben Lawler

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ProActive Advisors, Inc.

ProActive Advisors, Inc.

11601 W●●●●●●●STE 500

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ProActive Advisors, Inc.

ProActive Advisors, Inc.

11601 W●●●●●●●STE 500

Bre●●●ood , California, 90049

United States

1.81●●●●1391
bl●●●●●@thinkproactively.com

View this contact

ProActive Advisors, Inc.

ProActive Advisors, Inc.

11601 W●●●●●●●STE 500

Bre●●●ood , California, 90049

United States

1.81●●●●1391
bl●●●●●@thinkproactively.com

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ProActive Advisors Tip of the Month Archive - By Ben Lawler, CPA | proactivetip.com Reviews

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ProActive Advisors January 2009 Tip of the Month - By Ben Lawler, CPA

http://www.proactivetip.com/jan2009.html

Save Money, Prepare for the Upcoming Tax Year. ESTATE TAX top rate remains at 45%, but the exemption amount increases to $3.5 million. The ANNUAL GIFT TAX EXCLUSION increases to $13,000. 401(k) maximum salary deferral increases to $16,500 ($22,000 for 50 and older). SIMPLE maximum salary deferral increases to $11,500 ($14,000 for 50 and older). IRA contribution limit remains at $5,000 ($6,000 for 50 and older). HOPE CREDIT maximum remains at $1,800. Written by Ben Lawler, CPA.

2

ProActive Advisors August 2006 Tip of the Month - By Ben Lawler, CPA

http://www.proactivetip.com/august2006.html

To help ensure a financially secure retirement, you'll need a plan. Retirement is approaching, do you have a plan? Even if you're a long way from reaching retirement, and your primary goals are buying a home or paying for your children's education you'll want to begin retirement planning now. Will you be receiving a pension. Do you know how it will be calculated? Do you save money in an employer sponsored retirement savings plan? How much have you accumulated? How much can you expect from Social Security?

3

ProActive Advisors December 2005 Tip of the Month - By Ben Lawler, CPA

http://www.proactivetip.com/december2005.html

Be financially fit and live a healthier easier life. (Part 1). Maintaining financial wellness, like physical wellness, is a continuous process. Review your investment portfolio. Do your investments fit your current financial situation, age and risk tolerance? Should debts be consolidated or refinanced with more favorable terms? Concentrate on eliminating personal debts first as they have no tax benefits. Some of today’s best rates:. 45%, 6 month. Written by Ben Lawler, CPA.

4

ProActive Advisors August 2005 Tip of the Month - By Ben Lawler, CPA

http://www.proactivetip.com/august2005.html

By Ben Lawler, CPA. 2,000 a year invested at age 35 in a tax-deferred account earning 10% average annual return will become $329,000 by age 65. Every month ProActive Advisors, Inc. Tracks the top 5:. 2 Money Market Accounts. 3 CD Accounts and. Some of today’s best rates:. 39%, 6 month. Written by Ben Lawler, CPA. CEO and President of ProActive Advisors, Inc.

5

ProActive Advisors May 2006 Tip of the Month - By Ben Lawler, CPA

http://www.proactivetip.com/may2006.html

Invest in Your Retirement. Considering the state of the nation's savings rate, its health insurance, retirement and pension systems, people should protect themselves financially - Contributions to retirement plans can help. Some of today’s best rates:. 90 day, 4.74%. Written by Ben Lawler, CPA. CEO and President of ProActive Advisors, Inc.

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ProStrategies Investment Group Ben Lawler, CPA, LPL Financial Planner, & Stock Broker

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ProActive Advisors Tip of the Month Archive - By Ben Lawler, CPA

Ben Lawler, CPA. ProActive Advisors, Inc. Tip of the Month Archive:. Be Financially Fit (part 1). Be Financially Fit (part 2). Invest in Your Retirement. Use Current Numbers for your 2006 Tax planning. To help ensure a financially secure retirement you will need a plan. Make sure you don't outlive your nest egg. Be Aware, Avoid these common Scams. Be Prepared, the IRS is auditing and additional 5,000 corporations. New Tax Laws signed in May. Will it affect you? Do a Year-End Tax Review of your investments.

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