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Client Consolidated Statements and Reports
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CLICK HERE to Log In and view a variety of Client Consolidated Statements, including transaction history, asset allocation and performance reports of your accounts through our office. This link will automatically take you to: https://www.mainaccount.com/npc/Login.html. There is no cost for this special service.
First time users or forgotten passwords, please contact us at 949-766-7808, toll free 800-350-1299, or email (nadine.lord@natplan.com) .
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| Personal Investment Management
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An independent and happy retirement doesn't just happen. For most of us, it takes a tremendous amount of planning and preparation - from the time you first enter the workforce. Retirement is not to be taken lightly. It's certainly well-deserved; after years of hard work, perhaps sacrifice, you've earned the right to enjoy yourself. You might be thinking about estate planning at this point in your life, and how to best live off the assets and principal you've accrued from your years of saving and investing. We can help guide you through this important and exciting time of life.
Improving your tax and financial position often takes expert guidance from a tax and investment professional. Specializing in personal tax and investment management for the conservative investor, Nadine M. Lord and her staff are here to help you. Nadine Lord, is located in Southern California and has been a firm believer of the financial planning concept since she opened her financial planning practice in 1983. She is a Certified Financial Planner Practitioner™, Investment Advisor Representative and Registered Representative with National Planning Corporation. Nadine is an independent life and disability insurance agent in the states of California (CA Life Insurance Lic # 0706223), Oregon (OR Life Insurance Lic # 737955), Nevada (NV Life Insurance Lic #46096), and Arizona (AZ Life Insurance Lic # 54598), as well as an Enrolled Agent, enrolled represent Taxpayers before the Internal Revenue Service(IRS EA 2008-89416).
Investment Advisor Representative
Registered Representative
National Planning Corporation
30021 Tomas Street, Suite 300, Rancho Santa Margarita CA 92688
Phone 949-766-7808
Toll Free 800-350-1299
Fax 949-766-7809
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| Announcements - What's New. . .
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RMD Relief
On December 23, 2008, President Bush signed into law the Worker, Retiree and Employer Recovery Act of 2008. This legislation affects individuals who are otherwise eligible for Required Minimum Distributions (RMDs) and beneficiaries of deceased contract owners. In general, individuals who are eligible for RMDs are those with certain qualified plans (including IRAs) who have already attained age 70½ or who will attain 70½ during 2009.
Under this law, those who are RMD eligible are not required to take a minimum distribution for the 2009 tax year. However, if you attained the age of 70½ during 2008 and deferred your first RMD for the 2008 tax year, you are still required to take the 2008 RMD payment prior to April 1, 2009.
If you are receiving automatic distributions for RMDs and would like to stop or suspend these payments, please contact this office.
read more...
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Short-Sales, Mortgage Debt Relief and Insolvent Taxpayer Exclusions
Confused about where to report these transactions on your Tax Return? We can help!
Whenever your debt is reduced or eliminated, you will receive a year-end statement (Form 1099-C) from your lender. By law, this form must show the amount of debt forgiven, and if the debt relief involves a foreclosure or repossession, Form 1099-C will generally include the fair market value of the property taken back by the lender. The information included on the 1099-C is not always correct, and t may be necessary to notify the lender immediately if any of the information shown is in error.
If you have had a debt or mortgage relief during 2008, you are encouraged to contact this office right away.
read more...
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- All Taxpayers (those who itemize or not) can now tax a tax deduction for the sales tax paid on NEW vehicles purchased in 2009.
- Non-Itemizer Tax Payers can now get a Real Property Tax Deduction
- Tax-free provisions for Mortgage and Debt Relief Workouts.
- "Non-qualified Use" of a Residence for the exclusion of taxable gain on a Primary Residence
- RMD Relief for 2009
- Extension of other special Tax Benefits that were set to expire include Alternative Minimum Tax Relief, Home Energy Efficient Credit, Residential Energy Efficient Property Credit, the State and Local Sales Tax deduction, qualified Teachers Expense deduction, "above the line" deduction for Qualified Tuition, special Tax-Free IRA Distributions to a qualified Charity by a qualified taxpayer, and more.
Contact us a call if you would like to know if any of these new provisions, credits, or deductions would affect you and your current tax situation. For more details, click on "read more" below:
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