2012 Tax Update - 4/9/13

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2012 Roth Contribution Deadline-- Thursday Apr. 11th at 4:00 PM If you are planning to make a contribution to your Roth IRA account for 2012, the last day we can accept checks is this Thursday, April 11th.  Checks must be received before 4:00 PM.  For 2012, the maximum contribution is $5,000 with an additional $1,000 catch-up contribution (total of $6,000) for people over 50. Important Cost Basis information for 1099s Because if new IRS regulations, cost basis information included on some 1099s may be incomplete.  This only applies to individual, joint, and other non-IRA accounts (NOT applicable to IRAs, Roth IRAs, etc.)  Contact Wiser at 919-477-3355 or tammie@wiserfinancial.com to request your complete cost basis information or if you have questions. Happy Spring! -The Wiser Team

follow on Twitter | visit www.marcbecker.tv | forward to a friend  The articles and opinions expressed in this newsletter were gathered from Marc Becker, The Advisor Lab, and a variety of other sources.  Articles are written by Marc Becker.  All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices. Copyright ©  2013 Wiser Financial Coaching LLC, All rights reserved. Marc Becker Wiser Financial Coaching, LLC 2741 Campus Walk Ave. Bldg 400 Ste 400 Durham, NC 27705 Tel: (919) 477-3355 Fax: (919) 477-3366 becker@wiserfinancial.com Securities offered through Triad Advisors Inc., Member FINRA/SIPC