There are many great sites on the World Wide Web but trying to actually find those great sites can be a frustrating experience. We have compiled a list of Websites that we have found to be helpful resources of information. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page.


Accounting
Lorman Seminars
IRS Form 1099 Reporting: What You Need to Know


Financial
Money Magazine
Money Magazine offers an online edition that is a great resource for financial information.

Section 529 Plans
Good information on saving for college education.

Big Charts- Historical Stock Quotes
If you have the date purchased and symbol and you can obtian historical information on stocks. You can also obtain current information on stocks.

FINRA
Regulatory rules and information for the investor.

SIPC
Regulatory rules and information for the investor.

United Planners Compliance
The following page contains links to third-party company Web sites. By selecting a third-party link, you will be leaving our Web site and launching a new browser window that will take you to a non-[DBA] Web site. [Our Firm & United Planners Financial Services of America] is not affiliated with any of the third-party Web sites. We are only providing these links to the third-party Web sites for your information; they should not be viewed as an endorsement, sponsorship, solicitation or other affiliation with respect to any third parties.

We are not making any recommendations or providing any advice on securities in particular or investments in general. The decision to use these Web sites is exclusively yours.

The third parties are solely responsible for the information and services available through their Web sites. Neither [DBA nor United Planners Financial Services of America] has reviewed the content of, and is not responsible for, the information or the results of the third-party Web sites. Your use of the third-party Web sites will be governed by the third parties. [DBA & UP] are not responsible for any technical issues resulting from your use of these third party websites.”

Roth Retirement Calculator
Top 7 reasons to consider a Roth IRA


Governmental
FirstGov
This is a link to many government sites, such as Hud, Real Estate, Bureau of Land Management, Air Traffic Control Command Center, Land & Mineral records and USPS e-Bill Pay

Social Security
Social Security web page.


Miscellaneous
Date and Time
To obtain the correct date and time of day.

Client Comments
Well our appeal was denied. We are back to Square 1 with a request for an installment agreement.

I wanted to let you know that Judy did good. She was able to get the IRS to waive the penalties on us. Thank you so much for introducing her to me.

I am working through the Taxpayers Advocacy Office to set that up.

Thank you for all your good work. I should have listened to you, but I was swayed by the hope of prevailing. Our attorney seemed optimistic. Now I have just wasted valuable time.

Hope you are doing well.


News
MSNBC - Microsoft & NBC
MSNBC is the place for up to the minute news. Many of the news articles have audio and video clips.

New York Times


Tax
The Internal Revenue Service
Home of the IRS on the Web. The IRS has definitely done a nice job on their Website.

National Association of Enrolled Agents
NAEA's Mission is to:

Foster the professionalism and growth of its Members;

Be an advocate of taxpayer rights;

Protect the interests of its Members; and

Enhance the role of the Enrolled Agent among government agencies, other professions and the public at large.

IRA -Help -Minimun Distributions
NEW Distribution Rules for calculating your minimun distributions.