Ingram Financial Group - Wealth Management, Investments, Insurance

Newsletters

July 2010 - Will You See Higher Tax Rates in 2011?

The year was 2001. The top marginal federal income tax bracket was 39.6%, and the tax rate that applied to most long-term capital gains was 20%. Then the Economic Growth and Tax Relief Reconciliation Act of 2001 arrived... Read More...

June 2010 - What You Should Know About Inherited IRAs

The rules governing inherited IRAs can be complicated. This article covers the major issues... Read More...

May 2010 - Tax Benefits of Conservation Easements

A conservation easement (also called a conservation covenant or restriction) is an encumbrance on privately held real estate that prohibits the development of that property in perpetuity. Read More...

Due to technical problems, no April newsletter was distributed.

March 2010 - Ten Financial Terms Everyone Should Know

Understanding financial matters can be difficult because of the jargon used. Becoming familiar with these ten financial terms may help make your financial picture clearer.Read More...

February 2010 - Special Needs Trusts

A special needs trust (SNT), sometimes referred to as a supplemental needs trust, is a trust that is established to benefit a disabled person, or a person who has special needs, while still allowing such persons to qualify for and receive governmental health-care benefits. Read More...

January 2010 - Four Money Mistakes You Can Learn From

It's hard to know when the economy will truly recover, although there are signs that things are headed in the right direction. But if you want your own finances to stabilize over the long term, you'll need to evaluate what you've been doing right ... and wrong.Read More...

December 2009 - 2009 Legislation in Review

The year 2009 saw several important changes, some of which may also affect you in 2010. Read More...

November 2009 - 2009 Year-End Tax Planning Considerations

Here are some things to consider as you weigh potential moves between now and the end of the year. Read More...

October 2009 - Finding the Right Financial Professional

At some point in our lives, many of us turn to a financial professional for help with financial matters. Before you commit to a long-term relationship, here are some things to think about. Read More...

September 2009 - Roth IRA Conversions in 2010: Goodbye, Income Limits!

With the lure of tax-free distributions, Roth IRAs have become popular retirement savings vehicles. But if you're a high income taxpayer, chances are you haven't been able to participate in the Roth revolution. Well, that's about to change. Read More...