GiftLegacy Front Page
Washington Hotline
Finances
Personal Planner
Savvy Living
Your Plan

Monday, February 8, 2010


  Winter brings the promise of a new year.

               Consider another promise this winter:

                a Charitable Gift Annuity

 

For a gift of your cash, stock or property, we promise to pay you fixed income for life.  Better yet, a portion of your income may be tax free!

 

Please take a few moments to explore our website

www.afalegacy.net  and enjoy the wealth of information available to you. We look forward to serving you!

 

                                            Diane O'Neal, Director

 




Income for Surviving Spouse

Personal Planner
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. >>>read further



Housing Help for Retirees Looking to Relocate
Dear Savvy Living,

I've heard that Congress recently passed a new homebuyer's tax credit available to older homeowners. What can you tell me about this? My wife and I have been thinking about downsizing to a smaller one-story house or condo and would like to find out if this could benefit us. >>>read further



Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. >>>read further


White House Budget Changes Taxes
On February 1, 2010, the White House released the budget for fiscal year 2011. The budget projects a spending level of $3.8 trillion and a deficit of $1.56 trillion. >>>read further


Stocks - Toyota Gives Favorable Report Despite Recall >>>read further
Bonds - Treasurys Rise on Unemployment Report >>>read further
CD's and Mortgages - Mortgage Rates Remain Stable and Low >>>read further


Thank you for your interest in gift planning. To access any of this updated financial and gift planning information, please select our web page by clicking here.


Yours in Christ,

Diane O'Neal, Director
American Family Association

If you want to be removed from our email service, please click here to opt out.
We are here to inform & serve you! Where can I Learn More? Request a Proposal Calculate Your Own Gift Plan

Note: Articles, commentary and other materials in the GiftLegacy system are included solely as educational information. Since articles may not always reflect the current AFR or tax law, it may be necessary to run any illustration with a current version of Crescendo to obtain updated information. If professional services are required, all persons shall consult with their qualified professional advisors. Tax Quotes are courtesy of Jeffery L. Yablon, Washington, D.C.

© Copyright 1999-2010 Crescendo Interactive, Inc.