David Lerner Associates News: 4 Important Facts About the Affordable Care Act
Although there have been a number of changes to the Affordable Care Act (commonly known as Obamacare) in recent months the ACA is major provisions still remain in force.
David Lerner Associates News: Seniors, Do You Have to File a 2013 Tax Return?
Depending on the amount of their gross income, their filing status and their age, some seniors might not have to file a federal income tax return this year.
Attention Retirees: 5 Tax Planning Strategies for 2014
If you have recently finished filing your 2013 tax return the last thing you probably want to think about is your 2014 return. But many experts say that now is actually a good time for retirees to get a jump start on their 2014 taxes.
David Lerner Associates: Beware the Tax Identity Theft Scam
As we enter the height of tax-filing season ther have been complaints about another kind of identity theft scam: tax identity theft. Here thieves try to steal your personal information in order to submit fraudulent tax refund claims with your information on them to the IRS
What You Should Know About the New myRA Retirement Accounts
In the 2014 State of the Union address President Obama announced that a new type of retirement account would soon be made available to U.S. workers - myRA.
David Lerner Associates News: Are Municipal Bonds a Smart Investment in 2014?
Municipal bonds have long been popular investments among some individuals due to their tax-free status and income-generating properties. Earnings from muni bonds are generally exempt from federal income tax, as well as state and local income tax for residents in the state in which they live.
David Lerner Associates News: Five Ways to Power Up a Life Insurance Generator
David Lerner Associates identifies five key areas that can be "powered up" by plugging into a "life insurance generator".
Retirement Saving Strategies for Married Couples
If you are married and plan to stay that way for the long term, it is important that your retirement savings strategies reflect this. Retirement savings strategies for married couples may differ from strategies for single individuals.