We here at Michael S. Dunham & Company, P.A. feel that an informed client is our best customer. We know that there is a lot of information on the Internet and it can be tough to determine what is valuable. We will not try to deliver an article on every possible subject. That is why we have selected the following article(s) for you to view.

Making Sense Out of Qualified Tuition Program Qualified tuition programs (sometimes called Section 529 plans) have received a lot of attention recently because the 2001 Tax Act generally makes distributions from such plans tax free starting in 2002.   Annual Gift Tax Exclusion The Annual Gift Tax Exclusion provides a tax advantaged way to reduce your taxable estate and make generous gifts, as well.   Retirement Savings Contributions for 2007 There is still ample time to plan for your 2007 retirement savings contributions. You can contribute up to $4,000 ($5,000 if you are age 50 or older by year-end) to your IRA in 2007 if certain conditions are met.