IRA and Pension Game:
| John Rukosky of Rukosky & Associates |
We believe there is a critical difference
between our firm and others that
perform only financial planning: while
others will refer you to a tax advisor
after having designed a financial plan
for you, at Rukosky & Associates
Financial Group Inc. you are
consulting with a tax accountant, so
we know your plan will succeed.
between our firm and others that
perform only financial planning: while
others will refer you to a tax advisor
after having designed a financial plan
for you, at Rukosky & Associates
Financial Group Inc. you are
consulting with a tax accountant, so
we know your plan will succeed.
Contact us:
508 Driewood Court
Raleigh, NC 27609
Office: 919.781.9319
Mobile: 919.906.4234
Fax: 919.791.0990
Email: john@rafginc.com
Raleigh, NC 27609
Office: 919.781.9319
Mobile: 919.906.4234
Fax: 919.791.0990
Email: john@rafginc.com
“President Bush’s passage of EGTRRA (the Economic Growth and Tax
Relief Reconciliation Act) in 2001, and JGTRRA (the Jobs and Growth
Tax Relief Reconciliation Act) in 2003, brought on sweeping changes in
several areas of the US Internal Revenue Code, including income tax
rates, estate and gift tax exclusions, and qualified and retirement plan
rules. The changes were so large, numerous, and important that many
books, articles, and papers have been published regarding the changes
and simply how to best take advantage of them. This article will focus on
the changes affecting Traditional IRA’s and employer-sponsored
retirement plans like 401(k), 403(b), and 457 plans. In addition, potential
retirement plan pitfalls and the “time bomb” in your IRA will be
discussed. The article is scheduled for release within the next three
weeks, so please check back in…it’s important.”
Relief Reconciliation Act) in 2001, and JGTRRA (the Jobs and Growth
Tax Relief Reconciliation Act) in 2003, brought on sweeping changes in
several areas of the US Internal Revenue Code, including income tax
rates, estate and gift tax exclusions, and qualified and retirement plan
rules. The changes were so large, numerous, and important that many
books, articles, and papers have been published regarding the changes
and simply how to best take advantage of them. This article will focus on
the changes affecting Traditional IRA’s and employer-sponsored
retirement plans like 401(k), 403(b), and 457 plans. In addition, potential
retirement plan pitfalls and the “time bomb” in your IRA will be
discussed. The article is scheduled for release within the next three
weeks, so please check back in…it’s important.”
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