Taxes

  1. Making Sense Of The Tax Code

    Making Sense Of The Tax Code

    If tax rules and regulations are Greek to you, read on to learn how to decipher them.
  2. Get A Step Up With Credit Shelter Trusts

    Get A Step Up With Credit Shelter Trusts

    Don't let unexpected taxes eat away at your inheritance or burden your heirs.
  3. How can a trust lower federal transfer tax liability?

    How can a trust lower federal transfer tax liability?

    A trust is an arrangement in which an individual or entity controls property or funds on behalf of someone else without actually ...
  4. Should I put money into a retirement account even if it isn't tax deductible?

    Should I put money into a retirement account even if it isn't tax deductible?

    One of the biggest and most often-touted advantages of putting money into a retirement account is the tax savings that come ...
  5. How do I use the IRS Free File tax forms?

    How do I use the IRS Free File tax forms?

    Free File is a way for taxpayers to prepare and file their federal taxes online for free. The service is available to individuals ...
  6. What is the purpose of a

    What is the purpose of a "repatriated tax break", and why is it so controversial?

    In 2004, Congress passed the American Jobs Creation Act to create new jobs in an effort to boost the economy. One of the ...
  7. A Multipurpose Future Planning Tool

    A Multipurpose Future Planning Tool

    Overfunded variable universal life insurance policies can be an all-in-one financial solution.
  8. What is estate planning?

    What is estate planning?

    Estate planning involves making plans for the transfer of your estate after death. Your estate is all the property that you ...
  9. How does the marginal tax rate system work?

    How does the marginal tax rate system work?

    The marginal tax rate is the rate of tax that income earners incur on each additional dollar of income. As the marginal tax ...
  10. 10 Reasons Why Moving Might Not Make You Richer

    10 Reasons Why Moving Might Not Make You Richer

    Find out why moving to a less expensive city may not reduce your expenses.
  11. Non-Cash Contribution Rules Could Cut Returns

    Non-Cash Contribution Rules Could Cut Returns

    Higher standards for certain contributions could mean smaller deductions for you.
  12. I am a non-U.S. citizen living outside the U.S. and trading stocks through a U.S. ...

    I am a non-U.S. citizen living outside the U.S. and trading stocks through a U.S. ...

    The tax implications for a foreign investor will depend on whether that person is classified as a resident alien or a non-resident ...
  13. Tax Relief For Katrina Victims

    Tax Relief For Katrina Victims

    Find out if you qualify for the assistance offered to hurricane survivors by the U.S. government.
  14. Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

    Can I convert non-deductible contributions made to my Traditional IRA to a Roth IRA ...

    You can convert the contributions to a Roth IRA; however, a portion of the amount you convert to the Roth will be subject ...
  15. I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

    I deducted my IRA contribution on my tax return but failed to transfer the funds. ...

    If an IRA contribution was deducted on a tax return, but the contribution was never made to the IRA by the taxpayer's tax ...
  16. Run Your Personal Finances Like A Business

    Run Your Personal Finances Like A Business

    The principles that contribute to success in business can also help you achieve your financial goals.
  17. What are unrealized gains and losses?

    What are unrealized gains and losses?

    An unrealized loss occurs when a stock decreases after an investor buys it, but he or she has yet to sell it. If a large ...
  18. It Is Better To Give AND Receive

    It Is Better To Give AND Receive

    You give to benefit others, but there can be perks for you too.
  19. If an employee is paid by commission, who is responsible for withholding taxes?

    If an employee is paid by commission, who is responsible for withholding taxes?

    It depends. An individual who receives commissions can be treated in the same manner as an individual who receives straight ...
  20. The Simple Tax Math Of Roth Conversions

    The Simple Tax Math Of Roth Conversions

    Roth conversions will be available to affluent taxpayers in 2010. Will you benefit?
  21. Can I, without tax penalties, use the IRA I inherited from my father to buy a home ...

    Can I, without tax penalties, use the IRA I inherited from my father to buy a home ...

    If you inherited an IRA from someone who was not your spouse at the time he/she died, the amounts that you receive as a distribution ...
  22. How do I figure out my cost basis on a stock investment?

    How do I figure out my cost basis on a stock investment?

    The cost basis of any investment is the original value of an asset adjusted for stock splits, dividends and capital distributions. ...
  23. How can I use a child tax credit?

    How can I use a child tax credit?

    You may be able to reduce the amount of taxes you owe by up to $4,000, by claiming the child tax credit of up to $1,000 for ...
  24. Pay For A College Education With Retirement Funds

    Pay For A College Education With Retirement Funds

    These savings vehicles may be better than college saving funds for some families.
  25. How can I make sure I'm ready to file my taxes?

    How can I make sure I'm ready to file my taxes?

    Whether you file your return yourself, or have it done by a tax professional, you want to make sure you include all your ...
  26. 9 Ways To Use A Tax Refund

    9 Ways To Use A Tax Refund

    How do you plan to spend your refund this year? We provide some smart suggestions.
  27. What are the

    What are the "certain requirements" that must be met for substantially equal periodic ...

    For substantially equal periodic payments (SEPPs), the distributions would occur from your IRA after you rollover the assets. ...
  28. Is it true that you can sell your home and not pay capital gains tax?

    Is it true that you can sell your home and not pay capital gains tax?

    It is true in most cases. When you sell your home, the capital gains on the sale are exempt from capital gains tax. Based ...
  29. Top 8 Estate Planning Mistakes

    Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are well cared for.
  30. Top 10 Solutions For A Big Tax Bill

    Top 10 Solutions For A Big Tax Bill

    Ignoring a big tax bill will only increase your pain. Fortunately, there are ways to diffuse the tax time bomb before it ...
  31. I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

    I am 52 years old and wish to make a withdrawal from my 401(k) plan. Is there any ...

    Most distributions from qualified retirement plans made to you before you reach the age of 59.5 are subject to an additional ...
  32. Retiring Early: How Long Should You Wait?

    Retiring Early: How Long Should You Wait?

    Maximize your Social Security benefits by choosing when you retire.
  33. How can unethical executives use options backdating to evade taxes?

    How can unethical executives use options backdating to evade taxes?

    The practice of options backdating has landed many companies into the hotseat. The SEC constantly investigates possible instances ...
  34. Get Ready For The Estate Tax Phase-Out

    Get Ready For The Estate Tax Phase-Out

    Changes to federal legislation will affect how your assets are treated once you're gone - be prepared.
  35. Cut Your Tax Bill

    Cut Your Tax Bill

    Paying your bills early or giving an extra donation now can help you come tax time.
  36. Does everyone have to file a federal tax return?

    Does everyone have to file a federal tax return?

    This may come as a surprise to many individuals, but not everyone needs to file a federal tax return. According to the IRS, ...
  37. 4 IRA Changes That Encourage Savings

    4 IRA Changes That Encourage Savings

    Find out what's new in the world of IRAs and how you can get more bang for your buck.
  38. Seek Out Past Losses To Uncover Future Gains

    Seek Out Past Losses To Uncover Future Gains

    Tax loss carry-forwards can help reduce the tax burden of owning a profitable fund.
  39. Saving Money With A Private Annuity Trust

    Saving Money With A Private Annuity Trust

    Learn about a strategy that could help you reduce taxes, diversify your portfolio and generate income.
  40. How do I avoid paying excess taxes on securities I have sold?

    How do I avoid paying excess taxes on securities I have sold?

    If you dispose of securities during the tax year, the profit or losses from the transaction are either capital gains or losses. ...
  41. An Introduction To Canadian Income Trusts

    An Introduction To Canadian Income Trusts

    Yields in excess of 10% aren't rare, but these unique investments need to be chosen very carefully.
  42. Estate Planning For Canadians

    Estate Planning For Canadians

    Trusts, wills, taxes and rules differ by country. Find out what you need to know about estate plans in Canada.
  43. Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

    Is my non-qualified Roth IRA distribution subject to taxes or early distribution ...

    The ordering rules must be applied to determine whether the distribution is subject to income taxes and/or the early distribution ...
  44. What procedure applies to a taxpayer who made excess contributions for 2001, 2002, ...

    What procedure applies to a taxpayer who made excess contributions for 2001, 2002, ...

    If the IRA owner filed his/her 2004 tax return by the due date, including any extensions, he/she receives an automatic six-month ...
  45. How do I get credit for my retirement plan contributions?

    How do I get credit for my retirement plan contributions?

    There is an added incentive for adding to your retirement nest egg, if your income falls within certain limits. Under this ...
  46. Update Your Variable Annuity With Section 1035

    Update Your Variable Annuity With Section 1035

    Thanks to a special tax code clause, you can surrender a variable annuity without paying income tax.
  47. I sold my house. Can I exclude the gain from my income?

    I sold my house. Can I exclude the gain from my income?

    Generally, you are required to include the gain from the sale of your home in your taxable income. However, if the gain is ...
  48. How do I file taxes for income from foreign sources?

    How do I file taxes for income from foreign sources?

    If you are a U.S. citizen or resident alien, your income (except for amounts exempt under federal law), including that which ...
  49. What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

    What are the tax consequences of a Roth IRA distribution if the IRA holder is younger ...

    The tax treatment of a Roth IRA distribution depends on whether the distribution is qualified. Qualified distributions from ...
  50. How can I tell if I'm eligible for an EITC?

    How can I tell if I'm eligible for an EITC?

    According to the IRS, over 22 million taxpayers received $41.4 billion dollars in earned income tax credit (EITC) for tax ...
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    Here's a look at the differences between these types of charitable organizations.
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  5. Is Cyber Monday The New Black Friday?

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