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Retirement Tax Planning

series of non-qualifying redemptions cannot culminate in "distributions not substantially disproportionate to the shareholder" Che...

'Government Responsibility for Retirement Plans' 2004 Australia Article from a Socioeconomic Perspective

good amount of money. She admitted that she has other investments and her husbands retirement account is elsewhere. She speaks not...

Wikikiti and Retirement Income Taxation

happen if we didnt tax retirement income at all? One of the basic principles of tax fairness, which the U.S. no longer has in pla...

Business Tax Planning

taxes, such as shifting income, which would require the company to have more than one entity and by shifting deductions (King, 200...

Retirement Planning and the 401K

employee was required to work for a company a minimum of five to ten years in order to qualify for future retirement benefits. Em...

Retirement Planning and Gender Differences

In six pages this paper examines how differences in gender can affect planning for retirement and includes such issues as the work...

Retirement Planning Annuities

spouse or other beneficiaries. Further as defined in the Department of the Treasury, Internal Revenue Service Publication 575, ...

Internet Tax Resources

Code Collection Cornell University (2004). Retrieved on October 11, 2004 from http://assembler.law.cornell.edu/uscode/html/uscode2...

An Overview of Retirement Plans

are good, Lorenzo decides the SEP might be his best bet. So in the following sections, well examine all the plans, with particular...

The Fair Tax

used by the wealthy to shield themselves from paying a fair share of the national tax burden. The fair tax would,...

History of Aging

has long been recognized that people do not age at the same rate. In early modern Europe, the period during which a person is cons...

Money Management Principles

In ten pages this paper examines how a young investor can manage income in a consideration of budgeting, financial plan creation, ...

An Analsysis of 401K Retirement Plans

401 Ks are among the most progressive of the retirement plans available. This seven page paper reviews these plans in detail. Si...

Tax Reduction and Economic Systems

gains tax may be reduced with tools such as a 401k and IRAs, these are tax deferred tools, where tax is only payable when the fund...

Defined Benefits Plan

The paper begins by explaining defined and contributed benefits retirement plans. It also discusses what happened at Con-Edison af...

Business Tax Planning

Planko (2003) states that the reason there is such a strong movement to close loopholes is that Bush is deleting the largest tax s...

Case Study on Estate Planning

on the relevant level of the estate above the zero threshold. The couple appear happy to make some gifts of up to 40% of the com...

Increased Retirees and Their Economic Impact

In five pages this paper discusses how the economy is significantly affected by the growing number of people entering retirement i...

Wise Retirement Investment

In six pages this study guide considers sound retirement investing in a consideration of accounts that are tax preferred and use e...

February 27, 2001 Congressional Address by President George W. Bush

In five pages this paper discusses Bush's address to Congress outlining his budget plan and proposed tax cuts with positive and ne...

Australian Tax Questions

In twelve pages this paper answers student posed Australian tax questions that include changes to the Capital Gains Tax, Goods and...

Individual Federal Income Tax Return Preparation

In ten pages this paper concentrates on four specific components relating to an income tax return preparation with the first being...

Controversy Surrounding Proposals for a Flat Tax

This nine page paper explores the potential for a flat tax. The history of proposals for such a tax and the variation that exists...

Flat Tax Proposal Benefits

In six pages this paper assesses the value added tax's pros and cons in this flat tax proposal overview. Five sources are cited i...

Will Simplification and Certainly in a Taxation System Lead to Equity; Consideration of Hong Kong

and as such it is likely to be viewed as one of the most equitable, however, it is also a complex system, and as such if this rela...

Australian Income Tax Case

This 8 page paper is written in two parts. The first part assesses how a firm will be assessed to determine whether or not it is a...

Tax on Goods

new cars. The federal excise taxes include a "gas guzzler" tax that is "imposed on new cars that fail to meet federal fuel economy...

A Case Study on Australia's Capital Gains Tax

purchase of a property that would be a main residence this would be exempt form capital gains tax. In 1987 he gains a liquor licen...

Pennsylvania's Cigarette Taxes

They want this because of traffic congestion in cities in addition to the problem of pollution. Raising taxes on gas promotes car ...

3 Questions on International Tax Issues

magnet for US corporations as they do not have to physically move to the island to gain the advantages. Bermuda has much lower tax...