Weston Wealth Strategies, LLC

Publications

Selected IRS Publications

 
Publication 17 Your Federal Income Tax (for individuals, 2006) PDF 2.0 Mb
Publication 560 Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) PDF 212 kb
Publication 590 Individual Retirement Arrangements (2006) PDF 1.4 Mb
Publication 950 Introduction to Estate and Gift Taxes PDF 48 kb
Publication 3998 Choosing a Retirement Solution for Your Small Business PDF 892 kb
Publication 4222 401(k) Plans for Small Business PDF 936 kb
Publication 4333 SEP Retirement Plans for Small Business PDF 1.2 Mb
Publication 4334 SIMPLE IRA Plans for Small Business PDF 88 kb

Miscellaneous

 
  How SIPC Protects You PDF 3.2 Mb
  AIG Commercial Insurance (Sept. 2008) PDF 24 kb
  AIG Statement on Announcement by Federal Reserve Board of $85 Billion Secured Revolving Credit Facility (Sept. 2008) PDF 44 kb
  Frequently Asked Questions About the Protection of Client Assets Held at Pershing LLC (July 2008) PDF 40 kb
  UBS: Implications of the News at Lehman Brothers PDF 740 kb
  Summary of HR 5638, Permanent Estate Relief Tax Act of 2006 (PERTA) as of 22 June 2006 PDF 20 kb
Tax Qualified Long-term Care Information, 2006 PDF 16 kb
Connecticut Higher Education Trust (CHET) Program Disclosure Booklet and Participation Agreements PDF 720 kb

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