Friday, January 1, 2016

You can save $ thousands in taxes like these folks do

Take advantage of a Private Tax System that can save you $ thousands
The very richest are able to quietly shape tax policy that allows them to shield billions in income. You need lawyers and enough cash to grease the Congress and Presidential candidates. They will front for you in tax court, through arcane legislative provisions and in private negotiations with the IRS. One observer said, “Frankly, it is almost beyond the intellectual and resource capacity of the IRS to catch.” With enough money (influence) you can pay what you want to pay. Most reduce their tax rate from 39% to 17% (see IRS graph) or nothing at all. “We do have two different tax systems, one for normal wage-earners and another for those who can afford sophisticated tax advice.” But what if you don’t bring home the average $336 million (NOT from wages) or have a Bermuda office? You can use the only tax-FREE IRS-OK account for working people:


Is life insurance in retirement right for you?
If you have been paying for a policy with cash value for your whole life, is it still right for you? If you want your kids to get something when you are gone and you have few assets, this contract is your guarantee. Can you afford to keep paying for it now? If not, give it up and take the cash. Invest it for the grandkids or charity? Taxes are due on any gain above what you paid. If you just stop paying, you will have extra income and the value might carry the policy for years. You could trade it for another less expensive policy. Use a 1035 exchange tax form. You can sell the value if large enough but you might have a tax bill. Ask family if they want to pay for it as future tax-FREE gift. Give it to charity for the tax deduction.

Why are hedge funds closing in greater numbers?
674 hedge funds liquidated in the first nine months of the year, compared with 661 in the same period during 2014. Many managers gambled on energy stocks and interest rate moves that went bad. Wall Street managers have more bad ideas than good but they do not advertise this fact. Like Trump, they talk about getting richer from their expertise when they could have done better by just holding a stock market index fund. Trump’s net worth was $200 million in 1982. In Vanguard’s low-cost 500 index, Trump would have about $8.3 billion today. This is close to his own estimate. Not brilliant businessman!

Do you let financial compounding make you wealthy?
Compounding: Warren Buffett grew his $6,000 paper route money into $67 Billions. “My wealth has come from a combination of living in America, some lucky genes, and compound interest.” When we use a Roth IRA to invest $250/month in a stock market index over time, we can spend $2,500 for every $250 invested. If we invest every month we are working, we can have enough money to live comfortably in retirement. Our money earns money by itself because companies pay dividends and earn profits. A market index share owns many companies so we don’t lose money when one fails over time. Here is the score: 2015 1.4%; 2014 13.80%; 2013 32.43%; 2012 15.88%; 2011  2.07%; 2010 14.87%. If you had $100,000 in 2012, you added ONE THIRD in 2013!

Is a Robo-Advisor right for you?
The next generation is moving to computer investing—giving up on high-fee Wall Street firms. 65 percent of one Robo’s customers are under the age of 35, and 90 percent are under age 50. Investment portfolios range from $5,000 to $10 million. The average is $90,000 with a lower median. Most brokers say they need at least $½ million to ‘survive’ on fees. One observer notes that when your firm takes 2% in commissions, fees and trading losses, you are giving away 63% of your portfolio potential. It only makes sense to go to low-cost firms and the least expensive ones also offer licensed rep on the phone. Avoid the Pimps of Wall Street: http://www.amazon.com/The-Pimps-Wall-Street-middlemen/dp/151525254X

Are you Winning the Investment War?
Are you earning less than 11% per year average on your retirement money? Is your broker/advisor taking 1.5 or 2.5% of your account EACH year whether they make money or not? How many years have they beaten the market average of 11%? Did you know that your broker/advisor have strict orders NOT to help you reach your goals using low-cost products? … even if they are right for you now? Do you understand what your advisor has in your portfolio? Why do you pay 12-b1 fees for marketing charges if you already own the funds in your account? Did you do any research on your broker/advisor? Have they been sanctioned in other states? Did you earn 1.4% this year?


Does our President need to be rational and truthful?
           
Kasich: Best political advert: Retired Air Force Col. Tom Moe reading statement:
            "You might not care if Donald Trump says that Muslims should register with their government because you're not one," And you might not care if Donald Trump says that he's going to round up all the Hispanic immigrants because you're not one. You might not care if Donald Trump says that it's OK to rough up black protesters, because you're not one, You might not care if Donald Trump wants to suppress journalists because you're not one. But think about this, if Trump actually becomes president, he just might get around to you — and you better hope there's someone left to help you."

Carson: “it’s discouraging … where people don’t care so much about the truth.” Joseph?
Cruz: GOP religion and wealth hold private planning session. Gets $19 million 4qtr.
Obama: 71% who signed up were renewing and 60 percent returned to update info.


Regulators are the only protection we have since we can’t sue anymore
            “It is nearly impossible for one individual to take on a corporation with vast resources.”
               Supremes stop us from suing—State courts no longer available to sue corporations!
TX has legalized gunslingers in 2016—first since 1871—how long will it last this time?
            "If I get a gun, I guess I'd better put my hands up," state Dem who is black!
Frederick J. Hanna & Associates caught running an illegal debt collection lawsuit mill.
Barclays caught switching clients into unsuitable mutual funds—seniors got risky ones.
Merry Christmas--27 Americans were killed and another 63 were injured by guns today.
John T. Thornes, caught stealing $4.4 mil from clientsno jail time.
Fiat made 40 recalls, totaling some 12 million cars in the U.S., a record for the company.
Toyota recalls 2007-9 Camry Rav4 power window overheats.
Moshe Marc Cohen caught selling annuity to hospice patientsno jail time.
Major brokerage firms caught falsely promising fiduciary role but denying it at hearing.
Salvatore Alesia JPMorgan caught telling clients they were overcharged – salary $250K?
Marc H. Baldinger Stuart, FL, Ronald W. Vaught Melbourne, FL, Marcus C. Rodriguez Houston, David L. Gabai West Hills, CA, Richard D. Blair Bee Cave, TX, Doyle H. Brown Reno, NV, David E. Hitchcock Spring Lake Park, MN, Michael John Smeriglio III Greenwich, CT, Thomas W. Markowsky Orlando, FL, J. Michael Vaughn Lahaina, Hawaii; and Richard A. Connell Hingham, MA
All these caught breaking the rules of good financial practice at our expense. No jail time

We need regulation—GOP is wrong—companies would not fix bad products on own

HOW CONGRESS WASTES OUR TAX DOLLARS
Special Inspector General John F. Sopko has spent years documenting waste, fraud and abuse in the U.S. military’s efforts to rebuild war-torn Afghanistan. We have spent $110 billion on reconstruction projects in Afghanistan. When adjusted for inflation, that total exceeds the value of the entire Marshall Plan effort to rebuild Western Europe, WWII.
=More than $8 billion in spending on counter-narcotics efforts in Afghanistan that have “failed by every conceivable metric. Afgans grow poppies like we grow corn.
=The purchase of nearly $500 million worth of airplanes that never could fly and had to be turned into scrap.
=Construction of a building that literally began to melt when it rained.
A $500,000 health clinic that lacked water and electricity. Newborn babies had to be washed in a nearby dirty river.
= Biden promised an additional $190 million to fight corruption in Ukraine's law-enforcement and reform the justice sector. 
=Navy's new $362 million ship broke down and had to be towed--lasted three weeks.
=VA keeps paying managers found guilty of retaliation on workers who complained.
=federal workers, who will get a 1.3 percent raise in 2016 but NOT for SS recipients???
=$400 million for new FBI HQ in VA or MD.
=IRS stopped from limiting political gifts from non-profits so rich can buy more votes.
= Military-industrial got biggest bump. For the first time since Cold War, contractors are sending tanks, fighting vehicles and heavy weapons to several Baltic and eastern European countries. Europe can’t defend itself? Putin responds with more nuclear weapons. We have 50,000 ‘active’ military that can’t deploy but are being paid. More =Nat. Guards needed to fill in. Civilians hired to steer drones from Las Vegas and get bonuses.  
=US just killed ten Iraqi soldiers by mistakenly bombing own lines near Falluja
=FL postal worker landed his gyrocopter at Capitol proves $3 billions wasted
=Pie in the sky program cost US $231 million—contractor got rich instead.
=Another contractor giveaway that does NOT protect us -- $2.2-billion flop!
=Afgan courts that we pay for allow men to kill innocent women. Let’s stop paying!

Never again: 33 year old dies working his cell phone while walking off cliff.

SCAMS
Finally, airport workers will be screened like we are.  
Drunken kid who killed 4 found in Mexico when ordered pizza with cell. Leave him!

IAN
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MontclairNJ 07042
973.746.2014
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