Articles tagged as


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  1. Affluent Clients Have Different Financial Planning Needs

  2. Top 6 Reasons You Could Face a Tax Refund Delay

  3. Don't Make These Top 10 Mistakes On Your Roth IRA

  4. How "Death Tax" Waivers Work

  5. Top Tips for Minimizing Taxes on Social Security

  6. Investing in Bonds: 5 Mistakes to Avoid in Today's Market

  7. 65 or More? Best-Ever Medical Deductions End Dec. 31

  8. What's the Tax Hit on an IRA Withdrawal?

  9. Managing Inherited IRAs: Distributions and Taxes

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

  11. 5 Top Tax Concerns Clients Face

  12. How Master Limited Partnerships are Taxed

  13. Protect Yourself From Tax Hackers

  14. Taxes on Endowments, How It Works

  15. Are the Financial Benefits of Marriage Still Appealing for All?

  16. How to Log Mileage for Taxes in 8 Easy Steps

  17. How are Qualified and Nonqualified Dividends Taxed?

  18. Think Twice Before Buying Tax-Free Municipal Bonds

  19. How Estate Taxes Work, A Real Life Example

  20. Top 5 Corporate Donors in Retail (WMT, GOOG)

  21. States With the Highest Inheritance/Estate Taxes

  22. How Financial Advisors Manage Liquidity Risk

  23. U.S Companies are Hoarding $1.7 Trillion in Cash

  24. Good News for MBA Students Seeking a Tax Deduction

  25. Eight Financial Safeguards If Disaster Strikes

  26. 5 States With Low Taxes and High Income

  27. TEGBX, FKTIX, FKBAX: Franklin Templeton Fixed Income Funds

  28. Top 5 Largest University Endowments

  29. 7 Retirement Activities Ideas That Are Affordable

  30. 10 Little Known Ways to Reduce Your 401(k) Taxes

  31. 3 Legg Mason Mutual Funds with Long Track Records

  32. When is Dual Citizenship Not a Good Idea?

  33. What Advisors Need to Know about ABLE Accounts

  34. IRS Allows Mortgage Deduction for Unwed Couples

  35. Family Business Estate Tax Loophole Could Be Closed

  36. Section 125 Plan (Cafeteria Plan): How Does It Work?

  37. A Beginner's Guide to Tax-Efficient Investing

  38. An America with Donald Trump as President

  39. Top Ways to Minimize Taxes on 401(k) Withdrawals

  40. The Difference Between Social and Impact Investing

  41. I Maxed Out My 401(k)! Now What?

  42. How 401(k) Withdrawals Work When You're Unemployed

  43. Top 10 Life Insurance Myths

  44. How to Pay Minimal Taxes on Retirement Assets

  45. 5 Cities That Give You the Best Chance to Get Rich

  46. Best Income Investments Other Than Dividend Stocks

  47. 8 Financial Tips For Young Adults

  48. Top 5 Corporate Donors in Energy (XOM, CVX)

  49. Top 5 Corporate Donors in Banking (WFC, GS)

  50. 4 Little-Known Ways to Reduce Your Property Taxes

  51. Top 5 Corporate Donors in Tech (GOOG, MSFT)

  52. How Do Apple's Taxes Compare to Other Tech Giants? (AAPL)

  53. Tax Tips For the Individual Investor

  54. Mistakes to Avoid When You Own Life Insurance

  55. Captive Insurance: A Good Wealth Management Tool?

  56. How Your Tax Rate Is Determined

  57. 9 States Where You'll Pay the Most in Taxes

  58. 10 Best States to Own a Big House

  59. 3 Secrets You Didn't Know About Estate Planning

  60. How Are Dividends On IRAs Taxed?

  61. Six Ways Your Tax Preparer Knows You're Lying

  62. Top Reasons to File Separately When Married

  63. Can Immigration Reform Help the Economy?

  64. 4 Reasons Why Delaware Is Considered a Tax Shelter

  65. 4 Government-Funded FuelCell Energy Projects (FCEL)

  66. Your Estate: The Best Assets to Leave to Family

  67. Will Vanguard Get Away With Not Paying State Tax?

  68. How to Grow Your Business with Donation Strategies

  69. Is the SEC Trying to Prevent the Next Crash?

  70. State Bankruptcy: Will Connecticut Be Next?

  71. How the Underground Economy Affects GDP

  72. ETFs and Taxes: What Investors Need to Know

  73. 5 ETFs Flaws You Shouldn't Overlook

  74. Save $1,000/Mo. in Your 401(k) for Less

  75. The 5 Best Muni Bond Funds

  76. The Top 4 Walmart Shareholders (WMT)

  77. Understanding Mortgage Impound Accounts

  78. 8 Ways a Private Family Foundation Could Spark IRS Interest

  79. How to Use Client Tax Forms to Gain More Business

  80. These States May Face Junk Muni Bond Defaults

  81. Buffett's Moat: How Sustainable is Tesla's Competitive Advantage? (TSLA)

  82. Puerto Rico Bonds: What Investors Should Know

  83. Will the Backdoor Roth IRA be Eliminated?

  84. Retirees: Beware of These 6 IRS Red Flags

  85. Is a Universal Basic Income Practical?

  86. Tax Deductions on Mortgage Interest

  87. Top 10 Home Business Tax Tips

  88. Ireland Economics: 3 Troubling Similarities to Greece

  89. Estate Planning: 16 Things Prince (and You) Should Have Done

  90. How Did Puerto Rico End Up With So Much Debt ?

  91. Married Gays Are Surprised to See Bigger Tax Bills

  92. The Top 5 Countries for Dividend Investing (WBK, BBL)

  93. Here's the Best Way to Skirt Capital Gains Taxes

  94. How Are Collectibles Taxed?

  95. Panama Papers: What Advisors Need to Know

  96. Can't Pay Your Taxes? What to Do Now

  97. OK, So I'll Be Smarter Next Tax Time

  98. Missed the Tax Return Deadline? Here's What to Do

  99. Performance Review - U.S. Fixed Income in 2015

  100. Should University Endowments Be Taxed?

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