Tag Archives: Financial planning

2012 tax changes and contribution limits

Posted on December 1, 2011 by BH&J

EMPLOYER RETIREMENT PLANS Participants in employer retirement plans such as 401ks and 403bs will be able to contribute an extra $500 as the limit moves up to $17,000 in 2012. Catch-up contributions, allowed above the $17,000 level for people over … Continue reading →

Posted in Financial planning, Investments, Taxes | Tagged contribution limits, estate, Financial planning, gift, IRA, Social Security, Tacoma, taxes, wealth management | Leave a comment

Coming Tax Changes Create Incentive to Act Now

Posted on June 2, 2010 by BH&J

Most of us prefer to think about taxes only once per year. However, with significant changes coming in 2011, tax considerations of financial planning and investment management will be prominent for the remainder of 2010. Taxes on income, capital gains … Continue reading →

Posted in Financial planning, Investments, Taxes | Tagged 2010, 2011, capital gains tax, concentrated position, cost basis, diversify, dividend income tax, dividends, Financial planning, income taxes, increased taxes, investments, IRA, ira distribution, IRS, stock, tax changes, taxes | Leave a comment

Tag Archives: Financial planning

Coming Tax Changes Create Incentive to Act Now

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