Four Important Retirement Decisions
During the years leading up to and immediately following retirement, retirees and near-retirees have a number of important decisions to make.
David Lerner Associates: Protect Yourself from Identity Theft
It has been called the "crime of the 21st century." Were talking about identity theft, which has become one of the fastest growing crimes in the U.S., according to the Identity Theft Resource Center.
David Lerner Associates: Tax Law Patches the AMT Permanently
The payroll tax holiday that was in effect for 2011 and 2012 was not extended for 2013 and as a result, most workers take-home pay is now lower than it was at the end of 2012.
David Lerner Associates: Five Things You Should Share With Your Investment Advisor
The more information you share with your investment advisor about your personal financial situation, the more equipped your advisor will be to help you meet your financial and investment goals.
David Lerner Associates: Do not Overlook These Tax Deductions and Credits
Tax time is right around the corner. Now is the time to start getting all your tax materials and paperwork in order so you wo not be scrambling the week before April 15.
David Lerner Associates Announces the Sale of Renowned Turner Watercolor
Joseph Mallord William Turner is watercolor Hampton Court Palace (1829) was sold for $1,666,000.00 by The Great Art Fund III, LLC. David Lerner Associates was the sole placement agent.
2013: David Lerner Associates Offers Smart Financial Steps for the New Year
2013 has just begun. Many Americans dutifully made their New Year is Resolutions in January, but many have already broken or forgotten about them before the calendar turns to February.
David Lerner Associates: Inheriting a Retirement Account
Inheriting a retirement account can feel like winning the lottery. That is the good news. The bad news is that not following the hard-and-fast rules governing inherited retirement accounts can result in much of that windfall going to the taxman.