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There's Still Time to Contribute to an IRA for 2011

Posted Tue, March 6, 2012 by Greg Womack
┬áThere's still time to make a regular IRA contribution for 2011! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2011 ($6,000 if you were age 50 by December 31, 2011). For most taxpayers, the contribution...    view full article >>
Posted in : Investment News |  No Comments >>
Tags : retirement , IRA , planning , retirement income , income taxes , Greg Womack , advice , Oklahoma , Oklahoma City , Edmond


Calculating Cost Basis Gets Easier This Year

Posted Wed, January 18, 2012 by Greg Womack
Anyone who has ever been baffled by calculating the net proceeds from the sale of an investment will find some relief, starting with the 2011 tax return due April 17. If you bought any stocks after January 1, 2011, and sold them later in the year, you sho...    view full article >>
Posted in : Investment News |  No Comments >>
Tags : income tax , paying taxes , investments , investing , 2011 taxes , Greg Womack , Edmond , Oklahoma , Oklahoma City


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Jeff Beattie
Portfolio Strategy Assistant


Jeff is a portfolio strategy assistant specializing in equity options. He provides valuable analysis...

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Oklahoma Office/Main Office
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Phone: (405) 340-1717
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Phone: (619) 471-1895