|0% capital gains rate
is still here for at least
2012 but this could very
well be the last year
Read all about it
|2012 Tax Law Changes
There isn't much known yet about what
they might change this year. The
biggest change known at this time has
to do with the energy credits. See the
changes by clicking here.
|NEW TOPICS DISCUSSED
The NEW 5 Million Dollar Estate
How the IRS does not recognize
general Power of Attorney
All the information you need about
our tax consulting and preparation
services can be found on this page
and it's subsequent links.
You will find information on our
pricing, basic tax questions and case
studies of ways that we have helped
others save hundreds and
sometimes thousands of dollars per
Just click on the word taxes above.
Buying life insurance is not like
buying a car. You don't get a better
product by paying more for it. So
what becomes important here is that
a person owns the correct type and
You will find information on types of
insurance and which type is
appropriate to help you fulfill your
needs. Also, case studies of how,
once again we have helped people
save hundreds and sometimes
thousands of dollar per year.
Click on "life insurance" above.
There are 3 basic types of annuities.
these are very similar to cd's
these are similar to mutual funds
these are a hybrid product which is
tied to the performance of the stock
market but not invested in the
market so they never lose money
To see the full discussion on these
click on "Annuities" above.
|Sorry but we are only accepting new
tax clients who are also financial
clients. So if you need someone in
our area or you live somewhere else
you can find other independent tax
preparers by going to:
|NEWS FLASH !
Female government worker age 55
and male corporate executive also
age 55 find out they can buy the same
amount of life insurance from us for
about 50% less than what they could
buy it for at work!
Call us today for a no obligation quote.
We know it's hard for everyone to figure out
whose advice they can trust and who actually
has your best interest at heart. Let's face it
most "financial" professionals are more
"professional salespeople" than anything else.
To help prove to you that we truly are problem
solvers we have included on this web site
many of the case studies which will show you
the problem our client was facing and the
solution(s) that we provided.
We realize above all that each person's
problems and situations are unique and
should be treated as such. There is no such
thing as a universal solution or a product that
works for every situation.
Go to our case studies page by clicking here
or on the heading.
|NUMBER CRUNCHING SERVICE
Ever wish you could just explain your problem
and what you want to someone, have them
work out a spreadsheet for you, with the
outcome of the different options and then pay
them and walk away.
Now you can ! For a fee of $100 per hour,
billed in 15 minutes increments, we will crunch
your numbers for you, giving you the answers
you are seeking.
Obviously, with all the great calculators out
there on many of the financial web sites you
could do part of this yourself. However, they
may not show you all the options and will you
be able to figure out all the possible
ramifications? You need to be able to see
such things as the tax consequences or how
the current decision might affect your total
financial picture 15 or 20 years from now.
Some examples of questions others have
brought to us would include:
Buy or Lease
When should a person start taking social
Is it better to get a shorter mortgage or pay
extra principle on a longer mortgage?
CALL FOR AN APPOINTMENT
2919 17TH AVE
It is our job to educate our
client on the product or
service that is of interest to
them so that they can make a
wise, informed decision
|Tax preparation, Life Insurance and Annuities
|Here at Vejrostek Tax and Financial we help the people of Boulder County and Weld County, Colorado including the cities of
Longmont, Boulder, Louisville, Lafayette, Erie and other surrounding cities with three of the major areas of money
management. The areas that we help in include tax return preparation and tax planning for both income taxes and estate
taxes. We also provide term insurance quotes, whole life insurance quotes, universal life insurance quotes and quotes for
final expense policies and burial insurance policy quotes. The third area in which we help the our clients located mostly in
Boulder county is by providing information on how annuities work, the current fixed annuity interest rates and the current
indexed annuity rates and how best to use annuities as a part of their money management and financial plan. Our newest
added service is in the field of student financial aid and college financial planning offering information about the FAFSA form
and the EFC (expected family contribution).
|Check out my new
Ron's Money Tips
Find money saving tips
on taxes, insurance and
|FDIC INSURED MARKET LINKED CD'S ALSO KNOWN AS EQUITY LINKED
For a full discussion and to learn more about them just follow the link