Set the records straight in preparing tax return
Tax experts urge timely organization of financial documents for filing. They advise three years as a minimum for most records, with longer retention for property, investment, and tax return records, plus keep W-2s and insurance policies. Taxpayers should discard unnecessary items and use a simple filing system to ensure deductions and credits are captured.
MENTIONED IN THIS ARTICLE
Linda Brenner
Marshall Gerber
Arthur Andersen & Co
Gerber
Paul Hunt
Hunt
Minois
Congress
Social Security Administration
Bill Sirola
The
Insurance Information Institute
Lump sum pension payouts rise as an option
Hewitt Associates reports growing use of lump sum pension distributions as an alternative to monthly annuities. Most firms offer lump sums but limits vary from under 1750 to unlimited. About half of respondents note increases in requests for lump sums. The survey details are available from Christine Seltz at Hewitt Associates in Lincolnshire.
MENTIONED IN THIS ARTICLE
Hewitt Associates
Christine Seltz
Half Day Road
Lincolnshire
Options futures battle shapes up for debt instrument options
The Amex and other exchanges push to trade options on debt, with disputes over whether to lists options on actual debt or on futures. Officials warn of dual listing issues, educational efforts, and potential market data reporting challenges amid regulatory approvals sought this year.
MENTIONED IN THIS ARTICLE
Paul G. Stevens
American Stock Exchange
Treasury
Stevens
Amex
Exchange
Securities and Exchange Commission
Commodity Futures Trading Commission
Treasury Department
Options Exchanges
Chicago Board Options Exchange
CBOE
SEC
Government National Mortgage Association
Chicago Board of Trade
CFTC
Exchanges
Treasury Bonds
Ginnie Maes
Treasury Securities
Cable tops list of investments in Boston consulting boom
Boston becomes a nerve center for cable with Deloitte Haskins & Sells guiding many investors. Jay R. LaMarche leads transactional models through CablePlan to forecast what if scenarios, form 100 filings, and aid smaller operators.
MENTIONED IN THIS ARTICLE
David Warsh
Boston
Deloitte Haskins & Sells
Cpas
Jay R. LaMarche
LaMarche
General Electric Corp
Massachusetts
Manchester
N.H
Framingham
Notre Dame
Also Mentioned on This Page
Franklin Mint
Steaune
Colboy
E. Genesee ST
Washington
State Tower
Seneca Federal Savings and Loan
Sondje
Chicago Tribune
Continental 1. Bank
First National Bank of Chicago
Federal Reserve Board
Jerome Idaszak
Field News Service
Cable Tops
International Diamond Corporation
Alex
Sosenh Associates, Inc
South
Satina Strait
Syracuse
New York
Ienne
Wamore
Painternational Diamond Corporation
Herald-Journal
Patl
Tuttle Securities
Tuttle
SIPC
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