Articles tagged as


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  1. Top 3 Tips to Find an Estate Planning Lawyer

  2. Estate Planning Tips for the Average Client

  3. Top 4 Retirement Income Mutual Funds

  4. Choosing The Best Charitable Gift Annuity

  5. How Social Security Benefits Are Estimated & Taxed

  6. Annuities and Baby Boomers: The Pros and Cons

  7. Why Even the Young Should Establish an Estate Plan

  8. How Does the Puerto Rican Debt Crisis Affect the US?

  9. The Origins of the Puerto Rican Debt Crisis

  10. 3 Things Investors Should Heed from Puerto Rico

  11. Top Annuity Tax Deferral Strategies

  12. How Does a Tax-Free Exchange Work?

  13. Tax Evasion Plagues Greece

  14. Top 5 Startups that Emerged in Toronto

  15. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  16. Understanding Taxes on Life Insurance Premiums

  17. Understanding How Dividends Are Taxed

  18. What IRS Form 990 Tells About a Nonprofit

  19. Top Reasons to File Separately When Married

  20. What IRS Form 1023 Is Used For

  21. Late with Your Taxes? Grab IRS Form 4868

  22. What IRS Form 8949 Is For

  23. How to Tell if You Need an Estate Planning Lawyer

  24. The Top 9 Things to Know About Hillary Clinton's Economic View

  25. Inherited IRA and 401(k) Rules: Don't Run Afoul

  26. Top 4 Ways to Avoid Muni Bond Mistakes

  27. How to Avoid the Inheritance Nobody Wants: Debt

  28. Holding Out for Capital Gains Could Be a Mistake

  29. How do you calculate penalties on a 401(k) early withdrawal?

  30. What's Wrong with the American Tax System

  31. Advisors: Warn Clients About These Audit Triggers

  32. 3 States Where Taxes Can Hammer Retirees

  33. Best Ways to Avoid RMD Tax Hits on IRAs

  34. Top Tips for Minimizing Taxes on Social Security

  35. Retirement Plan Options for Small-Business Owners

  36. How to Help Retirees Manage Taxes on Distributions

  37. Employers: Don't Forget IRS Form 941

  38. What's the Purpose of IRS Form 1065?

  39. What's IRS Form 2848 Used For?

  40. 20 Medical Expenses You Didn't Know You Could Deduct

  41. How IRS Form 5498 Helps You

  42. Understanding Taxation On Leveraged ETFs

  43. Top Tips for Minimizing Taxes on Severance Pay

  44. What's IRS Form 1040 For?

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

  46. Top Financial Planning Strats for Unwed Couples

  47. Ask Your Advisor These 5 401(k) Rollover Questions

  48. Advisors Fees: What Are You Paying For?

  49. 5 Key Steps to Start Your Own Small Business

  50. 6 Reasons Not to Recharacterize Your Roth IRA

  51. Can Immigration Reform Help the Economy?

  52. The Biggest Items Obama Is Still Missing From His Mandate

  53. Are You Considered a Small Business?

  54. 4 Top Changes Obama Has Made with His Mandates

  55. How Advisors Can Build a HNW Estate Planning Niche

  56. Gay Couples: Here Are Your New Rights

  57. Gay Marriage and Taxes: Everything You Should Know

  58. An America with Donald Trump as President

  59. Why Millennials Should Invest in a Roth IRA

  60. 5 Warning Signs a Charity Is a Scam

  61. 5 Disadvantages of Mutual Funds Compared to ETFs

  62. Does that Budget Leave Room for Charitable Giving?

  63. The Benefits Of Corporate Inversion

  64. Are You Paying Too Much in Taxes?

  65. How Private Equity and Hedge Funds are Taxed

  66. 401(k) Rollovers: The Tax Implications

  67. An in Depth Look at How Inheritances Are Taxed

  68. How Financial Advisors Can Woo Wealthy Clients

  69. Top Tips for Helping Clients Sustain Wealth

  70. 5 Overlooked Tax Deductions for Small Businesses

  71. Reverse Mortgages and Your Taxes

  72. 401(k) vs. Picking Stocks: What's Best?

  73. Vanguard's Robo-Advisor: Tailored to Boomers

  74. Best Ways to Roll Over Your 401(k)

  75. 5 Signs It's Time to Hire an Estate Manager

  76. 10 Questions to Ask Your Estate Planning Attorney

  77. 6 Reasons to Use a Household Help Agency

  78. A Quick Guide to High-Net-Worth Estate Planning

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

  80. Have Household Help? Don't Get In Tax Trouble

  81. Estate Planning for a Surviving Spouse

  82. Gay Marriage Ruling: Its Impact on Estate Planning

  83. 3 Secrets You Didn't Know About Estate Planning

  84. What Greece Can Learn From Argentina’s Mistakes

  85. How to Best Navigate Taxes in Retirement

  86. 10 Little Known Ways To Reduce Your 401(k) Taxes

  87. Corporate Inversion: How It Works

  88. Does it Make Sense to Have an MLP in an IRA?

  89. MLPs: How They Are Taxed

  90. Pros and Cons of Master Limited Partnerships

  91. IRS Refund Lost? Here's What to Do

  92. 5 Ways to Mess Up Estate Planning

  93. How Going Green Can Cut Your Taxes

  94. Top Retirement Planning Tips for Same-Sex Couples

  95. The Advantages of Investing in Art & Collectibles

  96. The Risks of Investing in Art and Collectibles

  97. How Are Collectibles Taxed?

  98. How Are Stock Options Taxed & Reported?

  99. ETF Dividends: The Lowdown on How They're Taxed

  100. How to Find the Best Bets in Muni Bonds

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