Articles tagged as

Taxes

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  1. Tip for Estate Planning on the Cheap

  2. Your Social Security Benefits: Who Gets Taxed?

  3. Estate Planning Questions to Ask Clients Annually

  4. Top 3 Tips to Find an Estate Planning Lawyer

  5. Estate Planning Tips for the Average Client

  6. Top 4 Retirement Income Mutual Funds (PRFHX, SWJRX)

  7. Choosing The Best Charitable Gift Annuity

  8. How Social Security Benefits Are Estimated & Taxed

  9. Annuities and Baby Boomers: The Pros and Cons

  10. Why Even the Young Should Establish an Estate Plan

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

  12. 3 Things Investors Should Heed from Puerto Rico

  13. Top Annuity Tax Deferral Strategies

  14. How Does a Tax-Free Exchange Work?

  15. Tax Evasion Plagues Greece

  16. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  17. Understanding Taxes on Life Insurance Premiums

  18. Understanding How Dividends Are Taxed

  19. What IRS Form 990 Tells About a Nonprofit

  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 (SCHW, TROW)

  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 (YCS)

  43. Top Tips for Minimizing Taxes on Severance Pay

  44. What's IRS Form 1040 For?

  45. Top Financial Planning Strats for Unwed Couples

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

  47. Advisors Fees: What Are You Paying For?

  48. 5 Key Steps to Start Your Own Small Business

  49. 6 Reasons Not to Recharacterize Your Roth IRA

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

  51. Are You Considered a Small Business?

  52. 4 Top Changes Obama Has Made with His Mandates

  53. Gay Couples: Here Are Your New Rights

  54. Gay Marriage and Taxes: Everything You Should Know

  55. Why Millennials Should Invest in a Roth IRA

  56. 5 Warning Signs a Charity Is a Scam

  57. 5 Disadvantages of Mutual Funds Compared to ETFs

  58. Does that Budget Leave Room for Charitable Giving?

  59. The Benefits Of Corporate Inversion

  60. Are You Paying Too Much in Taxes?

  61. How Private Equity and Hedge Funds are Taxed

  62. 401(k) Rollovers: The Tax Implications

  63. An in Depth Look at How Inheritances Are Taxed

  64. How Financial Advisors Can Woo Wealthy Clients

  65. Top Tips for Helping Clients Sustain Wealth

  66. 5 Overlooked Tax Deductions for Small Businesses

  67. Reverse Mortgages and Your Taxes

  68. 401(k) vs. Picking Stocks: What's Best?

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

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

  71. 5 Signs It's Time to Hire an Estate Manager

  72. 10 Questions to Ask Your Estate Planning Attorney

  73. 6 Reasons to Use a Household Help Agency

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

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

  76. Estate Planning for a Surviving Spouse

  77. Gay Marriage Ruling: Its Impact on Estate Planning

  78. What Greece Can Learn From Argentina’s Mistakes

  79. How to Best Navigate Taxes in Retirement

  80. Corporate Inversion: How It Works

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

  82. MLPs: How They Are Taxed

  83. Pros and Cons of Master Limited Partnerships

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

  85. 5 Ways to Mess Up Estate Planning

  86. How Going Green Can Cut Your Taxes

  87. Top Retirement Planning Tips for Same-Sex Couples

  88. The Risks of Investing in Art and Collectibles

  89. The Advantages of Investing in Art & Collectibles

  90. How Are Stock Options Taxed & Reported?

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

  92. How to Find the Best Bets in Muni Bonds

  93. Flexible Spending Accounts: Dependent Care Rules

  94. How Are Futures & Options Taxed?

  95. Why Muni Bonds and Bond Funds are Perfect Together

  96. Why Advisors Should Sidle Up to Estate Attorneys

  97. Is HD Vest Financial Services Right for You?

  98. What Does A Flexible Spending Account Let You Buy?

  99. Do Financial Analysts Need Financial Advisors?

  100. How Non-Qualified Deferred Compensation Is Taxed

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