December 2006 Newsletter continued

EDITOR'S NOTE:  Should you have questions with respect to the information contained in this newsletter or need help with your personal or business financial, tax and accounting activities, please call.

This newsletter offers factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects.  No party assumes liability for any loss or damage resulting from reliance or use of this material.

  • 4th quarter corporate estimated tax payments due December 15, 2006.
  • Individual estimated state of Utah tax prepayments due on or before December 31, 2006.

 

The top 1% of filers paid 36.9% of all income taxes, yet they got just 19% of total adjusted gross income (AGI).  An AGI of at least $328,000 was needed to be classified in the top 1%.

 

The top 5% paid 57% of total income tax and made 33% of total AGI.  They all had incomes of $137,000 or more.  And the top 10% of all filers, AGI’s of at least $99,100, bore 68% of the income tax burden while tallying a little more than 44% of total AGI.

 

The bottom 50% of filers paid just 3.3% of total income tax.

Who Pays The Tax Burden?

The 401 (k) maximum rises to $15,500, those born prior to 1958 can contribute an additional $5,000.  The SIMPLE maximum increases to  $10,500, $13,000 if born before 1958.  The pay in ceiling for defined-contribution plans, Keoghs and profit sharing plans is $45,000 for 2007.

 

Social security benefit checks will be 3.3% larger in 2007.  The earnings limits for beneficiaries will rise as well. Individuals between 62 and 65 and ten months can make $12,960.  Individuals who will be age 65 and ten months in 2007 can earn $34,440 until they reach that age.  There is no cap for individuals over age 65 and ten months.

Retirement plans and social security increases for 2007