Taxes

  1. A Guide To Rollover A 401(k) To A New Employer

    Here's exactly what you need to know.
  2. How Much It Takes to Max Out Your IRA

    IRAs have certain tax advantages that allow your nest egg to grow at a faster rate. But there are annual limits on how much ...
  3. Hybrid Business: Rise of Nonprofits in Private Sector

    Businesses are embracing a mutually beneficial partnership wherein the ideals of the nonprofit sector are coupled with profit ...
  4. The Best Strategies to Manage Your Stock Options

    We look at strategies to help manage taxes and the exercise of incentive and non-qualified stock options.
  5. Top 4 Muni New York Mutual Funds

    Explore detailed analyses of the top four New York municipal bond mutual funds, and learn the type of investor for which ...
  6. Understanding Taxes on Mutual Funds Dividends

    Learn about the basics of mutual fund dividend taxation, including how and why mutual funds pay dividends and when different ...
  7. How are variable annuities taxed at death?

    Find out how variable annuities are taxed after the death of an annuitant, including an explanation of the various payment ...
  8. How do I calculate insurance premium tax?

    Find out how your health insurance premiums can affect your income taxes, including when you may be able to deduct premium ...
  9. Explaining the Tax Base

    A tax base is the value of assets, investments or income streams that a government can tax.
  10. Explaining Step-Up In Basis

    A step-up in basis is the increased cost basis of an inherited asset or other security.
  11. How often do mutual funds pay capital gains?

    Find out how often mutual funds distribute capital gains income, including the basics of how mutual funds work and why frequent ...
  12. 5 Cities the Ultra-Rich Are Moving to

    Learn the top five cities worldwide that are attracting the most high-net-worth individuals, and discover factors that make ...
  13. The Basics of Income Tax on Mutual Funds

    Learn about the basics of income tax on mutual funds, including what types of income may be subject to the capital gains ...
  14. How Shackling Offshore Banks Will Impact You

    FATCA regulations have cast a wide net on offshore banking activities, and many innocent account holders might get caught ...
  15. How to Use Annuities for Retirement Income

    We explain how to use annuities for guaranteed income in retirement.
  16. How to Tax The Cloud: An Economic and Legal Riddle

    Various states have been trying to figure out how to tax cloud-based services, but they just might be opening an economic ...
  17. How can I find tax-exempt mutual funds?

    Learn about finding tax-free mutual funds at major investment firms, including how tax-free funds work and what you should ...
  18. Family Philanthropy: Developing a Cohesive Strategy

    Devising a cohesive family philanthropy strategy requires proper goal alignment, planning, management, procedural rules and ...
  19. Tax-Efficient Strategies For International Clients

    In a globalized world, international clients seek to diversify holdings by accessing U.S. markets. Creative strategies will ...
  20. How to Handle Client Beneficiary Designations

    Beneficiary designations are a critical financial planning step that can be easily overlooked. Here's how to ensure they ...
  21. Top Tips to Reduce Required Minimum Distributions

    A look at the best strategies to reduce required minimum distributions from qualified retirement accounts.
  22. Tip for Estate Planning on the Cheap

    Estate planning is an expensive but necessary process for everyone with assets they’d like to eventually distribute. Here's ...
  23. Calculating Net of Tax

    Net of tax is a figure that has been adjusted for taxes.
  24. Understanding the Laffer Curve

    The Laffer Curve is a graph that shows how changes in tax rates can influence economic growth.
  25. Do mutual fund companies pay taxes?

    Learn how mutual funds are incorporated as regulated investment companies and are exempt from paying taxes under certain ...
  26. Your Social Security Benefits: Who Gets Taxed?

    Many folks will pay some taxes on their Social Security benefits, but some will not. Here's the lowdown on who gets taxed ...
  27. How to Help Clients Avoid Estate Planning Pitfalls

    Advisors play a vital role when it comes to estate planning. Here are some tips to help clients prepare properly and avoid ...
  28. Estate Planning Questions to Ask Clients Annually

    Financial advisors need to ask these estate planning questions annually to keep clients on track.
  29. Top 3 Tips to Find an Estate Planning Lawyer

    Having an estate plan is essential. Here are some tips on how to find an estate planning attorney to help you put one in ...
  30. How to Make Taxes Hurt Less During Retirement

    The decisions around retirement planning and the taxes you will owe on your accounts can have long term financial effects. ...
  31. Estate Planning Tips for the Average Client

    Fewer financial assets can lead to bigger issues for families who don't establish an estate plan. Here's how advisors can ...
  32. Top 4 Retirement Income Mutual Funds (PRFHX, SWJRX)

    Review four of the top retirement income mutual funds available on the market today, including those with tax advantages ...
  33. 6 Reasons to Donate Your Car to Charity

    It's no longer a free ride, but there are still tax benefits to doing so.
  34. Choosing The Best Charitable Gift Annuity

    Want to support a cause you care about, but still earn income from that donation in your retirement years? This vehicle offers ...
  35. How Social Security Benefits Are Estimated & Taxed

    The Social Security check you'll get depends on your work history, when you start claiming a benefit and these other factors.
  36. Annuities and Baby Boomers: The Pros and Cons

    The pros and cons of annuities that Baby Boomers seeking retirement income need to know.
  37. Why Even the Young Should Establish an Estate Plan

    Estate planning is important even for the youngest clients, and they should have a plan in place should the worst happen. ...
  38. How Does the Puerto Rican Debt Crisis Affect the US?

    Learn about the specifics of the Puerto Rican debt crisis and why economists disagree on how significantly it could affect ...
  39. 3 Things Investors Should Heed from Puerto Rico

    The Puerto Rican debt crisis matters more than you think. Here's how it could impact you.
  40. Top Annuity Tax Deferral Strategies

    Annuities can provide tremendous tax advantages for retirement savers. Here are some tax deferral strategies to consider. ...
  41. How Does a Tax-Free Exchange Work?

    In regards to the sale of property, particularly in real estate, a 1031 exchange is increasingly being recognized for its ...
  42. Tax Evasion Plagues Greece

    Contrary to what some may think, Greece’s debt problems are not due to extravagant spending by the government, but to insufficient ...
  43. What Happened at the Fiscal Cliff?

    The fiscal cliff refers to a scenario on December 31, 2012, in which the Bush-era tax cuts were set to expire.
  44. Are dividends considered passive or ordinary income?

    Find out why dividends are not considered passive income and why some dividends are subject to a reduced tax rate based on ...
  45. Understanding Total Returns

    Total return measures the rate of return earned from an investment over a period of time.
  46. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

    Explore a comparison of mutual funds and exchange-traded funds, or ETFs, and learn what makes ETFs a significantly more tax-efficient ...
  47. Understanding Taxes on Life Insurance Premiums

    Learn about the tax implications of life insurance premiums, including when they might be taxable and whether they are tax ...
  48. Can I use my IRA savings to start my own savings?

    Find out whether you can withdraw funds from your IRA to start a savings account, and why this is not the wisest use of your ...
  49. Understanding How Dividends Are Taxed

    Learn how dividends are taxed by the IRS, and understand the different types of dividend income as well as the capital gains ...
  50. What IRS Form 990 Tells About a Nonprofit

    Want a picture of an organization's activities? This annual form, open to the public, sums up everything from salaries paid ...
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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