Articles tagged as


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  1. The Best Strategies to Manage Your Stock Options

  2. Top 4 Muni New York Mutual Funds

  3. Understanding Taxes on Mutual Funds Dividends

  4. 5 Cities the Ultra-Rich Are Moving to

  5. The Basics of Income Tax on Mutual Funds

  6. How Shackling Offshore Banks Will Impact You

  7. How to Use Annuities for Retirement Income

  8. Family Philanthropy: Developing a Cohesive Strategy

  9. Tax-Efficient Strategies For International Clients

  10. How to Handle Client Beneficiary Designations

  11. Top Tips to Reduce Required Minimum Distributions

  12. Tip for Estate Planning on the Cheap

  13. Your Social Security Benefits: Who Gets Taxed?

  14. Estate Planning Questions to Ask Clients Annually

  15. Top 3 Tips to Find an Estate Planning Lawyer

  16. Estate Planning Tips for the Average Client

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

  18. Choosing The Best Charitable Gift Annuity

  19. How Social Security Benefits Are Estimated & Taxed

  20. Annuities and Baby Boomers: The Pros and Cons

  21. Why Even the Young Should Establish an Estate Plan

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

  23. 3 Things Investors Should Heed from Puerto Rico

  24. Top Annuity Tax Deferral Strategies

  25. How Does a Tax-Free Exchange Work?

  26. Tax Evasion Plagues Greece

  27. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  28. Understanding Taxes on Life Insurance Premiums

  29. Understanding How Dividends Are Taxed

  30. What IRS Form 990 Tells About a Nonprofit

  31. What IRS Form 1023 Is Used For

  32. Late with Your Taxes? Grab IRS Form 4868

  33. What IRS Form 8949 Is For

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

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

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

  37. Top 4 Ways to Avoid Muni Bond Mistakes

  38. How to Avoid the Inheritance Nobody Wants: Debt

  39. Holding Out for Capital Gains Could Be a Mistake

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

  41. What's Wrong with the American Tax System

  42. Advisors: Warn Clients About These Audit Triggers

  43. 3 States Where Taxes Can Hammer Retirees

  44. Best Ways to Avoid RMD Tax Hits on IRAs

  45. Retirement Plan Options for Small-Business Owners (SCHW, TROW)

  46. How to Help Retirees Manage Taxes on Distributions

  47. Employers: Don't Forget IRS Form 941

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

  49. What's IRS Form 2848 Used For?

  50. 20 Medical Expenses You Didn't Know You Could Deduct

  51. How IRS Form 5498 Helps You

  52. Understanding Taxation On Leveraged ETFs (YCS)

  53. Top Tips for Minimizing Taxes on Severance Pay

  54. What's IRS Form 1040 For?

  55. Top Financial Planning Strats for Unwed Couples

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

  57. Advisors Fees: What Are You Paying For?

  58. 5 Key Steps to Start Your Own Small Business

  59. 6 Reasons Not to Recharacterize Your Roth IRA

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

  61. Are You Considered a Small Business?

  62. 4 Top Changes Obama Has Made with His Mandates

  63. Gay Couples: Here Are Your New Rights

  64. Gay Marriage and Taxes: Everything You Should Know

  65. 5 Warning Signs a Charity Is a Scam

  66. 5 Disadvantages of Mutual Funds Compared to ETFs

  67. Does that Budget Leave Room for Charitable Giving?

  68. The Benefits Of Corporate Inversion

  69. Are You Paying Too Much in Taxes?

  70. How Private Equity and Hedge Funds are Taxed

  71. 401(k) Rollovers: The Tax Implications

  72. An in Depth Look at How Inheritances Are Taxed

  73. How Financial Advisors Can Woo Wealthy Clients

  74. Top Tips for Helping Clients Sustain Wealth

  75. 5 Overlooked Tax Deductions for Small Businesses

  76. Reverse Mortgages and Your Taxes

  77. 401(k) vs. Picking Stocks: What's Best?

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

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

  80. 5 Signs It's Time to Hire an Estate Manager

  81. 10 Questions to Ask Your Estate Planning Attorney

  82. 6 Reasons to Use a Household Help Agency

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

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

  85. Estate Planning for a Surviving Spouse

  86. Gay Marriage Ruling: Its Impact on Estate Planning

  87. What Greece Can Learn From Argentina’s Mistakes

  88. How to Best Navigate Taxes in Retirement

  89. Corporate Inversion: How It Works

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

  91. MLPs: How They Are Taxed

  92. Pros and Cons of Master Limited Partnerships

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

  94. 5 Ways to Mess Up Estate Planning

  95. How Going Green Can Cut Your Taxes

  96. Top Retirement Planning Tips for Same-Sex Couples

  97. The Risks of Investing in Art and Collectibles

  98. The Advantages of Investing in Art & Collectibles

  99. How Are Stock Options Taxed & Reported?

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

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