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This is a Free Monthly Newsletter offered to all AMIC clients to assist in your overall financial planning. 

• May 2009
• A Small Business Plan for Uncertain Times
• Investing in a Low Interest Rate Environment
• Charitably Inclined? The Income Tax Benefits of Giving
• Can I open a 529 account in anticipation of my future grandchild?
• April 2009
• Writing Off Worthless Securities on Your Taxes
• IRAs and 401(k) Plans: Four Strategies in a Declining Market
• Longevity Insurance
• Is it possible to accidentally disinherit my heirs?

Flyers of Interest:

• American Recovery and Reinvestment Act of 2009
• Making Work Pay Tax Credit
• American Opportunity Tax Credit
• First-Time Homebuyer Tax Credit
• Alternative Minimum Tax (AMT)
• Immediate Financial Relief
• Other Provisions Included

Individual and Corporate consultations are available by contacting Kurtis Baker at 800-301-1500, ext. 124 or completing the form below: