Personal Tax

  1. When a 401(k) Hardship Withdrawal Makes Sense

    If you've exhausted all other avenues, there are ways to withdraw funds before age ...
  2. 5 Top Tax Concerns Clients Face

    Financial advisory clients may have more tax issues as their financial plans become ...
  3. Section 125 Plan (Cafeteria Plan): How Does It ...

    Learn about section 125 cafeteria plans, who is allowed to use one, how it works, ...
  4. Top 10 Life Insurance Myths

    The most difficult aspect of this complex product is determining how much coverage ...
  5. 8 Financial Tips For Young Adults

    You don't need an MBA to learn how to save money and invest in your future.
  6. Tax Tips For the Individual Investor

    Keep more of your money in your pocket with these seven guidelines.
  1. Personal Income Tax Guide

    If the sight of your W-4 has you in the doldrums, read on to learn how to beat the ...
  1. How do you file IRS Form 709?

    IRS Form 709 is for reporting gifts subject to gift and generation-skipping transfer taxes. Learn how to file IRS Form 7 ...
  2. What is the difference between income tax and capital gains tax?

    The conceptual difference between income tax and capital gains tax is that income tax is the tax paid on income earned from ...
  3. Are 401(k) loans taxed?

    Generally, any money you borrow from a 401(k) account is tax exempt. This feature is one of the reasons that - for critical ...
  4. How do I file taxes for income from foreign sources?

    If you are a U.S. citizen or resident alien, your income (unless exempt), including what's earned outside the U.S., is usually ...
  1. 6 Tax Credits That Anyone Can Claim

    Tax deductions and credits aren't just for big companies. You might be surprised ...
  2. 6 Tax Myths Everyone Should Know

    There are many tax myths that have grown out of general tax confusion. Learning about ...
  3. The Most Controversial Tax Deductions

    When it comes to taxes, it's hard to make people happy but these deductions raised ...
  4. Pay Taxes Like A Billionaire

    The richest people know the ropes when it comes to paying as little in taxes as possible. ...
  5. 9 Ways To Use A Tax Refund

    How do you plan to spend your refund this year? We provide some smart suggestions. ...
  6. Top 10 Solutions For A Big Tax Bill

    Ignoring a big tax bill will only increase your pain. Fortunately, there are ways ...
Hot Definitions
  1. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  2. Derivative

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

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

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

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

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
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