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Archive for December, 2009

If you have a high deductible health plan (HDHP), you may be eligible to create a Health Savings Account. Also known as an HSA, this is basically a special savings account that is used to pay for medical related expenses. The primary benefit of this account is that you can make contributions (or deposits) into your account using pre-tax income. The drawback is that you can only use money in this account for medical-related expenses. The definition of medical related expenses is pretty broad; I have even heard that you can buy diapers with your health savings account.

The tax savings works like this: Say you make $50,000 in one year, and you want to contribute $2,000 to your health savings account (There are yearly contribution limits, make sure you aren’t contributing more than your limit). You deposit the $2,000 in your account and you write the whole $2,000 off on your taxes even if you haven’t spent a dime in medical related expenses that year. You

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Personal loan customers may increasingly shun traditional banks. Read more…

31
Dec

Losing a home? A tax bite may be next

U.S. foreclosure filings have soared in recent years. In 2009, RealtyTrac estimates, 3.9 million foreclosure notices were sent to American homeowners unable to make their payments, up nearly 22% from 2008.

It’s a terrible problem, emotionally wrenching for many families. And, as if losing your home isn’t bad enough, you may also get slammed by the U.S. tax code. Here’s where the hit could hurt and how to minimize the pain.

Debt relief and a tax break

The basic tax rule on debt discharge is simple: If a lender cancels your debt, that’s taxable income to you, and you and the Internal Revenue Service will get a 1099-C form, and you will have to pay tax on that forgiveness.

But Congress gave homeowners a big gift with the Mortgage Forgiveness Debt Relief Act of 2007. It excludes as much as $2 million in debt relief from income taxes through 2012.

It applies, however, only to debt on primary residences. If you had a mortgage canceled on your vacation beach condo, you could get stuck.

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The US Treasury Department’s Christmas Eve announcement confirming massive new support for the Agencies had the following as the last sentence:

Recent announcements on the tightening of underwriting standards by Fannie Mae, Freddie Mac, and the Federal Housing Administration, demonstrate a commitment to prudent housing finance policy that enables a transition to an environment where the private market is able to provide a larger source of mortgage finance.

I believe that this is a very mistaken assumption by Treasury. Take them at their word on this regarding the tightening of standards. I can confirm that all of the Agencies have “independently” (Every thing is coordinated in D.C.) announced that they are tightening standards. It is impossible to quantify that promise at this point. I believe there is some teeth to this. However there is no connection to the actions by the Agencies and an increase in lending by the “private market”. That is n

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He and his wife had an offer accepted on a home, only to later find that foreclosure proceedings were about to begin on it. That’s after they considered another home that was aesthetically pleasing but had major issues that came to light upon closer inspection. In the meantime, they’re trying to estimate the money they will need for closing costs and any future expenses, hoping that they won’t eat too much into their financial cushion.

“There are always going to be things that come up,” Leibfried said.

That statement could describe homeownership in general.

Allan Glass, a Los Angeles-based real-estate agent who works with the couple, says “the biggest mistake buyers make is underestimating the costs” of buying a house and maintaining it over time.

Homeowners should have 1% of the purchase price of their home in savings for improvements and surprise expenses, he said. “That is the absolute minimum.

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If ever there was a good time to take advantage of a federal energy tax credit with energy efficient windows, this is the time to do it.

Not only will Uncle Sam reward you with an energy savings tax credit up to $1,500 but you also may qualify for an additional $500 rebate from participating energy companies. If you live in the Boston area or other Northern climate, you will appreciate how much energy efficient windows can save you on your heating bill. Energy Star windows, doors and skylights that qualify for this tax credit have been proven to reduce energy bills by an average of 7-24 per cent. This means that if you were replacing single pane windows, annual energy savings for an average home would be $126 to $465 and would approximate $27 to $111 when replacing double-pane clear glass windows.

Qualifications for federal energy tax credits …

Not all energy efficient windows qualify for this federal energy tax credit. In fact, not all Energy Star rated products qualify.

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For more than 80 years, stocks have been paying dividends that have provided an important boost to the overall return of stocks. Dividends often get downplayed but they historically have been very significant. Over the last 82 years of history in the stock market, an average of 35% of monthly returns from stocks have come from dividends, a number much higher than most would guess. Twice there have been entire decades where the dividends paid to shareholders of stocks made up more than 50% of the average monthly return.

Companies have a choice about how much of a dividend they want to pay and many companies have cut their dividends during the recession. It takes steady earnings to pay dividends at all and a stable dividend is a sign of a stable company to invest in.

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Some animal lovers find pet insurance too confusing.

Britons may decide not to take out pet insurance because it is too complicated, according to a leading financial services research firm.

The value of having cover in place is particularly pertinent over the Christmas period, when a household’s furry friends are tempted by a number of wires, new toys and treats.

However, Brian Brown, head of research at Defaqto, has urged insurers to simplify their policies to ensure that there is no obvious reason for people not to protect their pets.

“Pet insurance is hugely complicated, unlike motor and home insurance, for example, which is fairly similar no matter who you go to,” he told the Daily Mail.

“Many are prepared to take on the risk of things going wrong.

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