Taxes

  1. Are credit card rewards taxable?

    Learn why some credit card rewards are taxable and some are not. Understand the important distinction the IRS makes between ...
  2. A Look at the Cost and Tax Treatment of College

    Is there more we can do to improve the affordability of post-secondary education? We take a look at how students and colleges ...
  3. What's Wrong with the American Tax System

    American's are highly taxed and we still run a deficit. We explain why.
  4. Advisors: Warn Clients About These Audit Triggers

    There are several factors that may increase the risk of an audit, especially with high-net-worth clients.
  5. Understanding How Mutual Funds Pay Dividends

    The process by which mutual fund dividends are calculated, distributed and reported is fairly straightforward in most cases. ...
  6. 3 States Where Taxes Can Hammer Retirees

    Knowing which states ding retirees with the highest tax implications should be part of your retirement research.
  7. What's a Holding Company?

    A holding company is a corporation that owns enough voting stock in another company to control its management and policies.
  8. Best Ways to Avoid RMD Tax Hits on IRAs

    If you want to avoid hefty tax penalties, read this cheat sheet on IRA required minimum distributions.
  9. What is the Social Security tax rate?

    Learn what the Social Security tax rate is, how it has evolved over the years, what is future may hold and a common complaint ...
  10. What is the Social Security administration responsible for?

    Learn about the Social Security Administration's main responsibilities along with its history, structure and social safety ...
  11. How is Social Security tax calculated?

    Find out how Social Security tax withholding is calculated, including the impact of the Medicare tax and the maximum taxable ...
  12. 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. ...
  13. Retirement Plan Options for Small-Business Owners (SCHW, TROW)

    Small-business owners and self-employed individuals are responsible for funding their own retirement. The SEP-IRA and solo ...
  14. How to Help Retirees Manage Taxes on Distributions

    There are many variables when it comes to helping retirees manage taxes on distributions. Here's what advisors need to consider. ...
  15. Employers: Don't Forget IRS Form 941

    Your obligations as an employer include various employment taxes. Use this form to report them.
  16. Are Social Security benefits taxable after age 62?

    Learn under what circumstances Social Security benefits may be taxed for seniors age 62 and over, and find out which states ...
  17. Are my Social Security disability benefits taxable?

    Understand in which situations your Social Security disability benefits are taxable, as well as which states impose state ...
  18. What's the Purpose of IRS Form 1065?

    Business partners need the information on this form to complete their own tax returns. Here are the details.
  19. What's IRS Form 2848 Used For?

    It's a power of attorney tax form and here's what it can, and cannot, do.
  20. 20 Medical Expenses You Didn't Know You Could Deduct

    To lower your tax bill, be sure not to miss out on these commonly overlooked medical tax deductions.
  21. How IRS Form 5498 Helps You

    If you have an IRA, you'll be getting this form. Here's the useful information it contains.
  22. Understanding Taxation On Leveraged ETFs (YCS)

    Read about the potential tax implications for investors of leveraged exchange-traded funds, or ETFs, and learn why leveraged ...
  23. Top Tips for Minimizing Taxes on Severance Pay

    A look at the top ways to lessen the tax burden on severance pay.
  24. What are the penalties of cashing out a 401(k) before retirement?

    Learn about the penalties for early 401(k) distributions, including how taxes and vesting schedules can reduce your net withdrawal.
  25. What's IRS Form 1040 For?

    Most U.S. taxpayers will be familiar with the 1040. By the end of filling it out, you'll know how much tax you owe, or what ...
  26. Top Financial Planning Strats for Unwed Couples

    Financial planning for unmarried or common law couples can be more complex. Here are some strategies advisors can implement ...
  27. Explaining Endowment Funds

    An endowment fund is money set aside to earn revenue to fund some type of charitable activity.
  28. Explaining Double Taxation

    Double taxation refers to income taxes being imposed twice on the same source of earned income.
  29. Understanding Deferred Income Tax

    Deferred income tax is a liability on a balance sheet that reflects income tax that is allocable to the current period, but ...
  30. Ask Your Advisor These 5 401(k) Rollover Questions

    Managing your 401(k) wisely is paramount to a secure retirement. Accordingly, here's a guide to key questions you need to ...
  31. Advisors Fees: What Are You Paying For?

    Fees or commissions? Which is best? Either way, what matters most is that the investor is aware of each charge and how if ...
  32. 5 Key Steps to Start Your Own Small Business

    Understand what a small business is and what it takes to build one. Learn about the five key steps needed to start a small ...
  33. 6 Reasons Not to Recharacterize Your Roth IRA

    If you're thinking of recharacterizing your Roth IRA into a traditional IRA account, here are six compelling reasons why ...
  34. Are You Considered a Small Business?

    Find out what it takes to be considered a small business by the U.S. Small Business Administration and why some small businesses ...
  35. 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 ...
  36. The Biggest Items Obama Is Still Missing From His Mandate

    Learn how the biggest items missing from Obama's mandate include various forms of tax reform and closing the Guantanamo Bay ...
  37. 4 Top Changes Obama Has Made with His Mandates

    Learn how Obamacare, equal pay for women and an executive order on immigration represent some of Obama's biggest changes ...
  38. Gay Couples: Here Are Your New Rights

    The expansion of same-sex marriage means gay and lesbian partners can now enjoy basic spousal rights, regardless of where ...
  39. Gay Marriage and Taxes: Everything You Should Know

    Same-sex couples now have a variety of tax strategies to consider.
  40. 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 ...
  41. Got Dividends? Here's How to Reinvest Them

    Reinvesting dividends is almost always a good idea if you intend to hold your shares for the long term, and there are several ...
  42. Top Tax Tips to Deduct Investment Management Fees

    Investment expenses can be deducted by those who meet three main criteria. Here's what they are and how they work.
  43. Why Millennials Should Invest in a Roth IRA

    Saving for retirement is important, and it's important to start early. A Roth IRA is a great option for low-earners just ...
  44. Understanding the Capital Gains Tax

    A capital gains tax is imposed on the profits realized when an investor or corporation sells an asset for a higher price ...
  45. 5 Warning Signs a Charity Is a Scam

    Giving to charities and helping those in need is admirable. Here's how to ensure your good intentions and donations aren't ...
  46. How is cost basis calculated on an inherited asset?

    Understand how the cost basis for stocks, property and other inherited assets is calculated, and the resulting tax implications ...
  47. Top 3 Ways to Manage Lump-Sum Windfalls

    Have you just had a load of money drop into your lap? If so, several enviable options are available to you. Which one is ...
  48. 5 Disadvantages of Mutual Funds Compared to ETFs

    In the mutual funds vs. exchange-traded funds debate, ETFs have some clear advantages.
  49. How Advisors Can Tackle the Big Wealth Transfer

    The massive wealth transfer from Baby Boomers to their heirs presents opportunity and challenges for advisors. Here's how ...
  50. When does the holding period on a stock dividend start?

    Understand the difference between qualified and unqualified stock dividends, and when the holding period for qualified dividends ...
Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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