CPA Resource 24 - Volume 1

Volume 1 contains 24 Articles covering the following items:

• Personal Finance
• Investments
• Taxation
• Retirement Planning

Volume 1 Articles:

1. Education Funding with Coverdell ESAs
2. Funding 529 Plans with UGMA/UTMA Assets
3. Climbing an Investment "Ladder"
4. Comparing Yields: Tax Exempt vs. Taxable Income
5. Understanding Mutual Fund Taxation
6. Finding the Right Balance for Your Portfolio
7. Asset Allocation Strategies for an Efficient Portfolio
8. Investment Risk - An Overview
9. Baby Boomers: The Caregiving Generation
10. Variable Annuities and Qualified Retirement Plans
11. Seven Steps to a Sound Financial Future
12. Defend Against Identity Theft - Check Your Credit Score
13. Celebrating Your Birthday with the IRS and SSA
14. Your Retirement: Setting and Meeting Goals
15. Guidelines for IRA Distributions
16. Knowing Your IRA Options
17. Paying to Work? A Look at Social Security Benefits
18. Tax Strategies for Preserving Retirement Assets
19. Expanded "Kiddie Tax" Costs Parents
20. Tax Basis and Your Tax Liability
21. Seeing Red? Tips for Managing Dept
22. Prescriptions for a Healthy Credit Report
23. Eight Steps to an Early Retirement
24. The Power of Compounding

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