2010 Key Numbers
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Refer a friend |
2010 Key Numbers |
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Hi everyone
This is an interim FYI report which will give you all applicable 2010 Income Tax rates, Estate Planning Rates, Education Planning Rates, Retirment Planning(IRA, 401k) Rates, etc. These are very handy charts which you may want to save and keep for reference thoughout 2010.
If you are going to use any of this information for important decision making purposes, you should call and check with me to ensure you do not misuse the information.
Peter Owen |
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Education Planning
Coverdell education savings account limits, education loan interest deduction limits, Hope and Lifetime Learning Credits, and more. |
More Details |
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Estate Planning
Annual gift tax exclusion, estate tax applicable exclusion amount, gift tax applicable exclusion amount, GSTT exemption, and more. |
More Details |
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Retirement Planning
Elective deferral limits, IRA contribution limits, additional “catch-up” limits, traditional deductible IRA and Roth IRA compensation limits, and more. |
More Details |
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The information in any newsletter or within the website should not be construed, in any manner whatsoever, as the receipt of or a substitue for personalized individual advice from Trendline Financial Solutions. Advice may only be given after client has received a copy of the Firm’s Form ADV on file with the New York State Dep’t of the Attorney General, appropriate Firm disclosures as required by Law, and entered into a Financial Planning agreement with the Firm.
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Trendline Financial Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck and West Hempstead, NY, convenient to Garden City, Rockville Centre
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