Updated Content

04-07-2008 Financial Commentary

01-29-2008 Feb/March FourBits Newsletter

01-22-2008 Market Volatility : Questions Answered  

01-01-2008 Markets and Tax Updates

 

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1st quarter tax estimates are due April 15th, 2008

Looking for your Federal or WI tax refund?  Check under News, Markets,& Tools

Do you have concern's over the recent stock market volatility?  Review our Financial Commentary section for more info. 

Roth & Traditional IRA

The 2007 Roth & Traditional IRA max is:
   - $4,000 p/yr (under age 50)
   - $5,000 p/yr (over age 50)
Can contribute to 2007 up till April 15th, 2008

The 2008 Roth & Traditional IRA max is:
   - $5,000 p/yr (under age 50)
   - $6,000 p/yr (over age 50)
Can contribute to 2008 up till April 15th, 2009

 

 

Special Notice:

All clients who may have family, friends, and/or relatives who currently do not file tax returns.  You Must File a Tax Return to Receive the Stimulus Payment. 

Click here for more info