Category Archives: PPA

IS NOW THE TIME TO BUY? 8/30/2011

IS NOW THE TIME TO BUY? Some bulls see great opportunities in this correction.   Presented by John Jastremski “The lower things go, the more I buy.” The legendary Warren Buffett said those words on August 9 in a chat … Continue reading

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Auto Loans

John Jastremski Presents: Auto Loans Definition An auto loan is an extension of credit that is designed to fund the purchase of an automobile. The lender loans you money at the time of purchase. You agree to repay the loan … Continue reading

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Living Trust

John Jastremski Presents: Living Trust Definition A living trust (also known as a revocable or inter vivos trust) is a separate legal entity that you create to own property, such as your home, boat, or investments. You transfer some or … Continue reading

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How to Save Money on Your Auto Insurance

John Jastremski Presents: How to Save Money on Your Auto Insurance You may have good reason to complain about the cost of your auto insurance, but have you tried to do anything about it? If you’re resourceful and willing to … Continue reading

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Grantor Retained Unitrust (GRUT)

John Jastremski Presents: Grantor Retained Unitrust (GRUT) Definition A grantor retained unitrust (GRUT) is an irrevocable trust into which a grantor makes a one-time transfer of property, and in which the grantor retains the right to receive a variable amount … Continue reading

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Reverse Section 303 Stock Redemption

John Jastremski Presents: Reverse Section 303 Stock Redemption What is a reverse Section 303 stock redemption? A reverse Section 303 stock redemption is a form of stock redemption, meaning the company buys back its own stock from a shareholder. The reverse Section … Continue reading

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Extending the Time to File Your Federal Income Tax Return

John Jastremski Presents: Extending the Time to File Your Federal Income Tax Return When is your federal income tax return due? Most individuals (those who file on a calendar year basis) must file their federal income taxreturns for a given … Continue reading

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Filing a Gift Tax Return

John Jastremski Presents: Filing a Gift Tax Return What is a gift tax return? When you transfer money or property to another person or entity without receiving something of at least equal value in return, you are making a gift. In … Continue reading

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Distributions from Traditional IRAs: Between Ages 59½ and 70½

John Jastremski Presents: Distributions from Traditional IRAs: Between Ages 59½ and 70½ What is an IRA distribution? A withdrawal from an IRA is referred to as a distribution. Distributions can come in the form of several payment patterns, from a … Continue reading

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Retirement Planning: The Basics

John Jastremski Presents: Retirement Planning: The Basics You may have a very idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may … Continue reading

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