| Refer
a friend |
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| May 2007 |
|
President & CEO
Patrick
Ifrah
Financial Planners
Micah Brown, CFP®
Chris
Cooper, CFP®
Stephen DeSalvo, CFP®
Jim Erwin
Bobby Harris,
CFP®
Frank Kelly, CFP®
John Kelly, CFP®
Kyle Pitts,
CFP®
Doug Spencer, CFP®
Client Service
Group
Robert McCollum
Heidi Roeglin-Banks
Evelyn
Rogers
Renee Pearson
Sabrina Spinnato
Latisha Bell
Gavin
Dowdy
|
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Monte
Carlo Analysis: The Basics
When you sit down with a
financial professional to update your retirement plan, you're
likely to encounter a Monte Carlo simulation, a financial
forecasting method that has become popular in the last few
years. Monte Carlo financial simulations rely on computer
models to replicate the behavior of economic variables,
financial markets, and different investment asset
classes. |
| More
Details |
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Estate
Tax Repeal: Ramifications and Outlook
The Economic
Growth and Tax Relief Act of 2001 gradually phases out the
federal estate tax until its complete repeal in 2010. However,
under the same law, the estate tax is scheduled to return in
2011. The question remains, though: Will permanent repeal
become law, and if so, what are the potential
ramifications? |
| More
Details |
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Ask
the Experts: Can I deduct losses incurred in my
IRA?
If you're unfortunate enough to have a loss on
your IRA investment, you can recognize (deduct) the loss on
your federal income tax return, but only after all the amounts
in all your IRA accounts have been distributed to you, and the
total distributions are less than your unrecovered basis, if
any. |
| More
Details |
|
This publication should not be construed as
investment or tax advice. The information obtained in preparing this
publication came from sources deemed reliable but Ifrah Financial
Services, Inc. makes no guarantee as to its accuracy or
completeness. Please consult with professionals prior to making
decisions that can impact your financial life. |
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