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Some interesting April
Trivia - Did you
know...?
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Friday, April 2nd
J.Freeman & Associates, Inc.
will be closed in observance of Good Friday on
April 2nd. The New York Stock Exchange will
also be closed. Remember, no stocks can
be traded or insurance bound via voicemail or
email. We hope you enjoy your holiday
weekend and we look forward to being of assistance
to you when we return on Monday, April
5th. |
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Timely Tips ...
Taxes
As you know, April 15th is
just around the corner. If you
haven't already prepared your tax documents,
please make sure you take note of these HSA
contribution details:
HSA
Prior-year and catch up
contributions
Did you know you can contribute up to the
maximum allowed for the 2009 tax year at any time
up until the tax-filing deadline of April 15? This
means you still have time to contribute up to the $3,000
individual or $5,950 family contribution maximums
for 2009. (Note
this form is for OptumHealth Bank. If you have a
Triad/NFS account please contact us directly for
the necessary details.) Also,
if you are 55 or older, you can make "catch-up"
contributions, meaning you can deposit an
additional $1,000 each year. If your spouse is
also 55 or older, he or she may establish a
separate HSA and make a catch up contribution to
that
account.
New
JFA Website is now
"Live"
We are pleased to
announce we have a new look and even more useful
information on our new website. Please visit
us at www.J-Freeman.com.
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J.Freeman
& Associates In the
News ...
Explanation
of Changes in Roth IRA Contribution
Limits
Jason Freeman
wrote this article explaining the recent
changes in Roth IRA contribution limits. We
hope you find it useful in understanding the
specifics.
Dragon Boats
The Dragon Boat Festival is a one-day
community event to benefit the Cancer Center of
the Greenville Hospital System
University Medical Center. More than 45 teams
will work together to raise funds and paddle as if
their life depends on it. J.Freeman &
Associates, Inc. will be rowing for the Let There
Be Mom Dragon Max Zodiacs. Let There Be Mom is a
wonderful group who helps terminally ill parents
in leaving behind a legacy. As part of this
team, we will help to raise at least
$2,500. For more information, visit www.dragonboatupstate.org and
come out to Portman Marina on Lake Hartwell on
April 17th to support
us!
GROW Expo Make sure to mark your calendars for
May 25th. The Greenville Chamber of
Commerce is presenting the 2010 Grow
Expo. J.Freeman & Associates,
Inc. will be participating. Click
here for more
details. |
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