david bergmann

There is usually an agreement between the person and the trustee that this will happen. But you certainly don't want it written down.

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Most people don't think about it tax planning until they start thinking, 'Oh, I have to set an appointment with my tax preparer,' in February or March. And it's too late.

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If Progressive Nursing is a nurse-staffing service, she might be able to do this. If it is a bona fide employer-employee relationship that cannot be structured as a self-employment relationship and it has no employer-sponsored retirement plan, then she is stuck using IRAs and savings vehicles.

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If you got a fat severance check at the end of the year, take a look and make sure you are in the same tax bracket.

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She should make the highest allowable contribution. This year, the federal limit is 11,000, and it increases annually until it reaches 15,000 in 2005.

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I don't pay a health and safety fee to restaurants. If they want to raise the price of the meal, that's fine. But customers shouldn't order something and not know what is going into the bill.

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With a twenty-year horizon until retirement, she could invest in a rental property with a 15-year mortgage, which provides deductions. She would own the rental property outright around the time of her retirement. Then she would have two properties at retirement, giving her rental income without mortgage payment obligations.

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The tax tail should never wag the investment dog.

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