Index To Ideas
For You

Please use caution when accessing items on this page - check the dates at the bottom of each page, as some may be out-of-date.

Latest New Items:
        Simplify Your Financial Life
        Should You Change The Way You Plan For Your Future?
        How Much Life Insurance Do You Need?
        Can I Stop My Computer From Crashing?
        New IRA Rules For 2001 Present New Opportunities
        Congress Expands Education IRAs
        Coverdell Educational Savings Plans - Changes During 2001
        Check Out Tax-advantaged Investments
        Treasury Offers New T-bill
        How Do Falling Interest Rates Affect Your Credit Card?
        Consider Dollar-cost Averaging
        Consolidating College Loans
        Consider a Prenuptial Agreement
        Top 10 Investment Scams
        College Savings - Section 529 Plans Overview
        Prepaid Tuition Plans - Advantages & Disadvantages
        Handling Estate Financial Issues

Personal:

Education
        College Savings - Section 529 Plans Overview
        Congress Expands Education IRAs
        Consolidating College Loans
        Coverdell Educational Savings Plans - Changes During 2001
        Education IRAs - Regulations as of December 31, 2000
        Hope Scholarship Credit-Questions & Answers (1/98)
        Lifetime Learning Credit-Questions & Answers (1/98)
        Prepaid Tuition Plans - Advantages & Disadvantages
        Taxes and College Financial Aid

Estate Planning
        Can Gifts Reduce My Estate Taxes?
        Congress Expands Education IRAs
        Estate planning: Will Congress make it unnecessary?
        Handling Estate Financial Issues
        New IRA Rules For 2001 Present New Opportunities
        Should I Contribute to a Roth IRA?
        Should I Convert My Traditional IRA to a Roth IRA?
        When can you use your IRA funds penalty free?

Finances
        Consider a Prenuptial Agreement
        Divorce and IRAs can present tax problems
        Finding Lost Assets
        How Do Falling Interest Rates Affect Your Credit Card?
        IRS simplifies retirement distribution rules - 2001
        Major Types of Financial Statement Fraud
        New Lower Capital Gains Rates
        Records - Which to Keep and When to Discard Them
        Savings bond alert!
        Take Advantage of Falling Interest Rates
        Take Control of Your Consumer Debt

Financial Planning
        Check Out Tax-advantaged Investments
        College Savings - Section 529 Plans Overview
        Consolidating College Loans
        Financial Planning For Women
        Financial Resolutions for a New Year & a New Century
        IRS targets fraudulent trusts - 12/2000
        Reverse Mortgages - Are They For You?
        Review and Rebalance Your Investment Portfolio
        Review Your Mutual Funds
        Should You Change The Way You Plan For Your Future?
        Simplify Your Financial Life
        Tax Planning Basics
        Use your social security refund wisely
        What to do when you're in the money
        When can you use your IRA funds penalty free?

Home
        Homeowners-Tax Tips
        What Do Individuals Need To Do About The Y2K Bug?

Household Employees
        Florida Unemployment Compensation Tax - Who Must Report Wages
        Household Employees - Employment Taxes
        Household Employees - Making Tax Payments
        Household Employees - What Forms Must You File?

Insurance
        How Much Life Insurance Do You Need?
        Review Your Insurance Coverage For Gaps
        Who should own your life insurance policy?

Investing
        Beware of online stock scams
        Check Out Tax-advantaged Investments
        Consider Dollar-cost Averaging
        Review and Rebalance Your Investment Portfolio
        Review Your Mutual Funds
        Simplify Your Financial Life
        Top 10 Investment Scams
        Treasury Offers New T-bill

Marriage & Family
        College Savings - Section 529 Plans Overview
        Consider a Prenuptial Agreement
        Divorce and IRAs can present tax problems
        Getting married? Time to talk about money
        Should You Change The Way You Plan For Your Future?
        Teach your children about money

On the Job
        Avoiding Work-at-home Scams
        Casual dress, casual attitude?
        E-mail Job Applications
        Rejuvenating Your Career
        Virtual Teams
        Virtual Workplaces

Property Purchases and Sales
        Homeowners-Tax Tips
        Use Property Swaps To Save Taxes

Retirement Planning
        Divorce and IRAs can present tax problems
        Financial Planning For Women
        Financial resolutions for a new year & a new century
        IRAs - Important Changes For 1997
        IRAs For Retirement Savings
        IRS simplifies retirement distribution rules - 2001
        New IRA Rules For 2001 Present New Opportunities
        Reverse Mortgages - Are They For You?
        Review and Rebalance Your Investment Portfolio
        Roth IRAs - IRS Questions & Answers - 1999
        Should I Contribute to a Roth IRA?
        Should I Convert My Traditional IRA to a Roth IRA?
        SIMPLE Retirement Plans
        Traditional IRAs - 1998 Changes (as of 1/98)
        When can you use your IRA funds penalty free?

Using Technology
        Can I Stop My Computer From Crashing?
        Constant Effort Is Required To Keep Your PC Secure
        Desktop Security Suggestions
        Individual Uses of the Internet
        Microsoft XP - Should You Upgrade?


Taxes:
  Taxes
Business:  Business
Computers and Technology:  Computer

 

This publication provides business, financial planning, and/or tax information to our clients. All material is for general information only and should not be acted upon without seeking appropriate professional assistance.   Read Disclaimer.

Home

Main Page

Contact

Search

Contact rkulzick@kulzick.com with questions or comments about this web site.
Copyright 1998-2002 Kulzick Associates, PA - Last modified: December 19, 2015