Taxes Articles

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  1. Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    The facts speak for themselves: The Clintons have been quite literally a thousand times more charitable than The Donald.
  2. Affluent Clients Have Different Financial Planning Needs

    Financial advisors must keep in mind that affluent clients have different planning needs to address taxation, wealth protection ...
  3. Top 6 Reasons You Could Face a Tax Refund Delay

    Several factors could lead to a tax refund delay, such as having errors in your filing or claiming certain credits that are ...
  4. Don't Make These Top 10 Mistakes On Your Roth IRA

    Don't lose out on the benefits of a Roth by contributing too much, breaking rollover rules or making other avoidable errors.
  5. How "Death Tax" Waivers Work

    Although the specific rules vary by state, an estate or inheritance waiver relinquishes an heir from the right to receive ...
  6. Eliminating Taxes on Your Social Security Benefits

    Two things in life are certain: death and taxes. But what if you could reduce, or even eliminate one of them?
  7. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways retirees can lessen the tax burden. ...
  8. Start Your Year-End Financial Planning Now

    Taking the time to review your year-end financial planning should be an important agenda item well before the year actually ...
  9. Investing in Bonds: 5 Mistakes to Avoid in Today's Market

    Investors need to understand the five mistakes involving interest rate risk, credit risk, complex bonds, markups and inflation ...
  10. A How-to For Putting Your 529 College Savings to Work

    After years of saving for college, you don't want a misstep when it's time to use your 529 assets. We offer some do's and ...
  11. How to Reduce Your High Property Taxes

    Think your property taxes are too high? Here's some advice on how to get your home reassessed, using New Jersey property ...
  12. 65 or More? Best-Ever Medical Deductions End Dec. 31

    2016 is the last year that seniors only have to reach 7.5% of adjusted gross income before deducting medical costs. Have ...
  13. 3 Habits Happy People Use in Financial Planning

    Following these three habits can help make you more financially sound, and potentially happier.
  14. Good News! Americans Are Earning More

    After years in the doldrums, incomes are up – and not just for the 1%. Here's who's benefiting.
  15. What's the Tax Hit on an IRA Withdrawal?

    How much taxes you'll pay on IRA withdrawals depends on a variety of factors. Use this guide to plan ahead.
  16. Here's What to do If You Have a Lien on Your House

    Liens attach to an asset, not an individual, and are intended to protect creditors. And they can be removed.
  17. Managing Inherited IRAs: Distributions and Taxes

    If you have inherited an IRA account you don’t need to turn it over to the estate, regardless of what the will says.
  18. When a 401(k) Hardship Withdrawal Makes Sense

    If you've exhausted all other avenues, there are ways to withdraw funds before age 59½ – sometimes without the 10% penalty ...
  19. 5 Top Tax Concerns Clients Face

    Financial advisory clients may have more tax issues as their financial plans become more complicated. Here are a few of the ...
  20. How Master Limited Partnerships are Taxed

    MLPs are a different animal when it comes to taxes. Here's how they work.
  21. Protect Yourself From Tax Hackers

    By taking a few basic precautions, you can prevent tax hackers from stealing your Social Security number and claiming the ...
  22. Taxes on Endowments, How It Works

    Endowments and endowment funds are critical for non-profit organizations, and payouts are generally not taxable - but there ...
  23. Are the Financial Benefits of Marriage Still Appealing for All?

    Because many men and women are earning higher incomes, the financial benefits of marriage may not be as great as they were ...
  24. How to Log Mileage for Taxes in 8 Easy Steps

    Using these eight steps, a taxpayer can learn how to log miles for taxes and maintain the minimum requirements outlined by ...
  25. A Look at Protecting Children With an IRA Trust

    Too many people make huge and irreversible mistakes when naming the beneficiaries for their retirement accounts.
  26. How are Qualified and Nonqualified Dividends Taxed?

    Dividends are taxed differently based on if they are qualified or nonqualified.
  27. There's More to 529 Plans Than the Tax Benefits

    College costs aren't like to suddenly drop anytime soon. That's why checking out a 529 plan, with its tax incentives, makes ...
  28. Think Twice Before Buying Tax-Free Municipal Bonds

    Municipal bonds are relatively safe, tax-exempt securities--but they are not without drawbacks. Due diligence is required. ...
  29. How Estate Taxes Work, A Real Life Example

    The estate tax is frequently misunderstood. Learn more details about exactly how estate, or inheritance, taxes work in the ...
  30. Top 5 Corporate Donors in Retail (WMT, GOOG)

    Discover the five largest donors in the retail sector as measured by cash contributions, including the company that donated ...
  31. States With the Highest Inheritance/Estate Taxes

    State and federal estate taxes may be levied upon death, but there's a difference between inheritance taxes and estate taxes. ...
  32. How Financial Advisors Manage Liquidity Risk

    Financial advisors have to carefully consider a client's willingness and ability to take investment risks, including tax ...
  33. Putting Your Money to Work for the Greater Good

    There are several ways to put your capital to work for social or charitable causes, while also facilitating moves that support ...
  34. U.S Companies are Hoarding $1.7 Trillion in Cash

    Apple, Microsoft, Oracle and other U.S. companies are hoarding billions of dollars in cash. Here's a look at what they do ...
  35. Good News for MBA Students Seeking a Tax Deduction

    A court's recent ruling in favor of a temporarily unemployed MBA candidate is giving hope to others seeking tax deductions ...
  36. Eight Financial Safeguards If Disaster Strikes

    In an emergency like a fire, hurricane, flood, tornado or earthquake, you may not be able to protect your home. But you can ...
  37. 5 States With Low Taxes and High Income

    When it comes to saving for retirement, living in one of these five states with low taxes and high income can better position ...
  38. TEGBX, FKTIX, FKBAX: Franklin Templeton Fixed Income Funds

    Learn about the four best mutual funds of Franklin Templeton Investments that invest in a wide variety of fixed-income and ...
  39. Top 5 Largest University Endowments

    The five largest university endowments in the world are Harvard, Yale, University of Texas...
  40. Clinton vs. Trump: What Happens to Your Income Taxes?

    The Clinton and Trump income tax proposals differ, but neither is revolutionary. The distinctions are in the details: tax ...
  41. 7 Retirement Activities Ideas That Are Affordable

    Learn about seven fun and stimulating retirement activities that cost little or no money but may even provide opportunities ...
  42. 10 Little Known Ways to Reduce Your 401(k) Taxes

    These clever strategies will help you hold onto your money – so you'll have more available for your retirement.
  43. 3 Legg Mason Mutual Funds with Long Track Records

    Discover three Legg Mason mutual funds with long track records. Read a summary of each fund, as well as performance and manager ...
  44. When is Dual Citizenship Not a Good Idea?

    It may sound useful, but there are a number of reasons that make dual citizenship a questionable choice.
  45. What Advisors Need to Know about ABLE Accounts

    ABLE plans represent a low-cost alternative to special needs trusts, and they can also be used in conjunction with them. ...
  46. Is a Crook Hiding in Donald Trump's Taxes?

    Jody Kriss may be no Boy Scout, but his contract with Trump called for him to get 10% on the Donald’s SoHo hotel. He says ...
  47. IRS Allows Mortgage Deduction for Unwed Couples

    Single taxpayers who co-own one or more of their homes with another person can now each claim a deduction for the mortgage ...
  48. Family Business Estate Tax Loophole Could Be Closed

    The Treasury department is aiming to close a loophole that would result in higher estate and gift taxes for some wealthy ...
  49. Section 125 Plan (Cafeteria Plan): How Does It Work?

    Learn about section 125 cafeteria plans, who is allowed to use one, how it works, the benefits it provides, and how to set ...
  50. A Beginner's Guide to Tax-Efficient Investing

    Find out how to manage your portfolio to minimize your tax burden.
  51. The Changing Banking Landscape: Opportunities and Risks For Investors

    Investment management—practiced by banks, serviced by banks, and a competitor against banks—clearly inhabits this landscape, ...
  52. Market Overview: 3Q2016

    U.S. Treasury yields moved lower in the second Q of 2016. Various government data releases showed a mixed view of the economy ...
  53. An America with Donald Trump as President

    Take a closer look at some of policy proposals from Republican presidential candidate Donald Trump, and what a future with ...
  54. Top Ways to Minimize Taxes on 401(k) Withdrawals

    Maximizing your retirement savings is essential to a secure retirement, and a part of that is minimizing taxes on 401(k) ...
  55. The Difference Between Social and Impact Investing

    ESG? SRI? How to make sense of socially-responsible and impact investing.
  56. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  57. How 401(k) Withdrawals Work When You're Unemployed

    Unemployed individuals can pursue several options when taking money out of their 401(k), but they should carefully weigh ...
  58. Checking In on the Donor-Advised Funds Revolution

    Donor-advised funds are exploding in popularity among high net worth individuals. These charitable giving vehicles have received ...
  59. Top 10 Life Insurance Myths

    The most difficult aspect of this complex product is determining how much coverage you need and why.
  60. How to Pay Minimal Taxes on Retirement Assets

    Withdrawing and spending during retirement can be complicated. Here are some tips on how to manage the process in the most ...
  61. 5 Cities That Give You the Best Chance to Get Rich

    If you want to build sustainable wealth, where you choose to hang your hat can have a significant impact on your success. ...
  62. Best Income Investments Other Than Dividend Stocks

    Besides dividend-paying stocks, there are a host of other income investments that can help diversify your portfolio and increase ...
  63. 8 Financial Tips For Young Adults

    You don't need an MBA to learn how to save money and invest in your future.
  64. Top 5 Corporate Donors in Energy (XOM, CVX)

    The largest corporate donors from the energy sector in 2015 include companies that substantially increased their giving despite ...
  65. Top 5 Corporate Donors in Banking (WFC, GS)

    Explore the top five corporate donors, measured by cash contributions, in the banking sector in 2015, as tabulated by The ...
  66. 4 Little-Known Ways to Reduce Your Property Taxes

    Here are little known ways you can try to reduce your property tax liability.
  67. Top 5 Corporate Donors in Tech (GOOG, MSFT)

    Pay attention to philanthropic donations from publicly traded tech companies when basing portfolio selections on principles ...
  68. How Do Apple's Taxes Compare to Other Tech Giants? (AAPL)

    Analyze Apple's recent tax history to determine how geographic sales mix, foreign profit reinvestment and tax credits are ...
  69. Tax Tips For the Individual Investor

    Keep more of your money in your pocket with these seven guidelines.
  70. Tax-Efficient Investing: Keep More Earned Money

    You can improve investment returns by applying year-round strategies to minimize your tax burden. Here are a few tips.
  71. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your assets in a way that is controlled by you. ...
  72. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  73. Captive Insurance: A Good Wealth Management Tool?

    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  74. How Your Tax Rate Is Determined

    Feel like the government always has its hand in your pocket? Learn the theory behind how it decides how much to take.
  75. 9 States Where You'll Pay the Most in Taxes

    Which state you live in can mean thousands of dollars saved or lost in taxes each year. Here's a list of states to avoid ...
  76. 10 Best States to Own a Big House

    On top of the low property taxes and average housing costs, these states all tend to have great natural beauty and land worth ...
  77. 3 Secrets You Didn't Know About Estate Planning

    Three estate planning secrets every advisor and saver needs to know.
  78. How Are Dividends On IRAs Taxed?

    Reinvesting dividends in an IRA is a great way to grow your retirement funds faster, but be sure you understand the potential ...
  79. Six Ways Your Tax Preparer Knows You're Lying

    An experienced tax preparer can sense when a client is lying. Find out what sets off their lie detectors.
  80. Top Reasons to File Separately When Married

    Usually couples file their taxes jointly, not separately. Except for these possible exceptions...
  81. The Ten Commandments of Personal Finance

    Ten Commandments to follow for a secure economic future.
  82. Can Immigration Reform Help the Economy?

    Learn some of the possible effects, both good and bad, of immigration reform on the economy. These include more jobs and ...
  83. 4 Reasons Why Delaware Is Considered a Tax Shelter

    Understand what a tax shelter is and how one is created. Learn why Delaware is considered a tax shelter.
  84. The Tax Speech That Could Elect President Donald J. Trump

    Trump hasn’t disclosed his taxes. He hasn’t even paid them, as best we know. Here’s how he could make political lemonade ...
  85. 17 Types of Income the IRS Can’t Touch

    That's right, 17. Uncle Sam can't get his hands on your money if it's in one of these very specific income categories.
  86. 4 Government-Funded FuelCell Energy Projects (FCEL)

    Discover FuelCell Energy Inc. (NASDAQ: FCEL), an alternative energy provider developing renewable fuel cell power plants ...
  87. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors that come into play for distributing assets: liquidity, sentiment ...
  88. Will Vanguard Get Away With Not Paying State Tax?

    Learn about the Vanguard whistleblowing case, why California Assemblyman Mike Gatto wants to absolve Vanguard from tax and ...
  89. How to Grow Your Business with Donation Strategies

    Advisors who offer clients expertise in how to charitably donate will likely build a stronger practice and capture more business. ...
  90. Is the SEC Trying to Prevent the Next Crash?

    Find out why the Securities and Exchange Commission wants to crack down on accounting practices, but why it might be better ...
  91. State Bankruptcy: Will Connecticut Be Next?

    Discover why Connecticut is one of the few states most at risk of default, while considering the fiscal decisions that led ...
  92. How the Underground Economy Affects GDP

    Find out how the underground, or shadow, economy affects the accuracy of the calculation of a country's gross domestic product ...
  93. ETFs and Taxes: What Investors Need to Know

    It's true that ETFs can offer tax efficiency, but that's not always the case. Here's what investors need to watch out for.
  94. ETFs and Taxes: What Investors Need to Know

    It's true that ETFs can offer tax efficiency, but that's not always the case. Here's what investors need to watch out for.
  95. What Disney Can Teach Us About Tax Fairness

    Disney's tax questions are anything but Goofy: It pays much higher taxes than many multinationals, illuminating the unlevel ...
  96. 4 Cases When Low Home Prices Should Deter Buyers

    Identify several situations in which low home prices should deter buyers, including insufficient city services and supply ...
  97. New Evidence Trump Didn't Pay Taxes

    If the presumptive GOP nominee keeps hiding his returns, Congress could force him to show his hand with a one-line amendment ...
  98. 5 ETFs Flaws You Shouldn't Overlook

    Despite their popularity, exchange traded funds have some drawbacks that investors should know about.
  99. Save $1,000/Mo. in Your 401(k) for Less

    Did you know that saving $1,000 per month in your 401(k) will actually cost you only $700? Here's how it works.
  100. The 5 Best Muni Bond Funds

    These five funds are some of the best bets for muni bonds for those seeking diversification and tax benefits.
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Hot Definitions
  1. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  2. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  3. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  4. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
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