Articles tagged as

Taxes

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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 (PRFHX, SWJRX)

  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. 3 Things Investors Should Heed from Puerto Rico

  10. Top Annuity Tax Deferral Strategies

  11. How Does a Tax-Free Exchange Work?

  12. Tax Evasion Plagues Greece

  13. Comparing ETFs Vs. Mutual Funds For Tax Efficiency

  14. Understanding Taxes on Life Insurance Premiums

  15. Understanding How Dividends Are Taxed

  16. What IRS Form 990 Tells About a Nonprofit

  17. What IRS Form 1023 Is Used For

  18. Late with Your Taxes? Grab IRS Form 4868

  19. What IRS Form 8949 Is For

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

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

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

  23. Top 4 Ways to Avoid Muni Bond Mistakes

  24. How to Avoid the Inheritance Nobody Wants: Debt

  25. Holding Out for Capital Gains Could Be a Mistake

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

  27. What's Wrong with the American Tax System

  28. Advisors: Warn Clients About These Audit Triggers

  29. 3 States Where Taxes Can Hammer Retirees

  30. Best Ways to Avoid RMD Tax Hits on IRAs

  31. Top Tips for Minimizing Taxes on Social Security

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

  33. How to Help Retirees Manage Taxes on Distributions

  34. Employers: Don't Forget IRS Form 941

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

  36. What's IRS Form 2848 Used For?

  37. 20 Medical Expenses You Didn't Know You Could Deduct

  38. How IRS Form 5498 Helps You

  39. Understanding Taxation On Leveraged ETFs (YCS)

  40. Top Tips for Minimizing Taxes on Severance Pay

  41. What's IRS Form 1040 For?

  42. Top Financial Planning Strats for Unwed Couples

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

  44. Advisors Fees: What Are You Paying For?

  45. 5 Key Steps to Start Your Own Small Business

  46. 6 Reasons Not to Recharacterize Your Roth IRA

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

  48. Are You Considered a Small Business?

  49. 4 Top Changes Obama Has Made with His Mandates

  50. Gay Couples: Here Are Your New Rights

  51. Gay Marriage and Taxes: Everything You Should Know

  52. Why Millennials Should Invest in a Roth IRA

  53. 5 Warning Signs a Charity Is a Scam

  54. 5 Disadvantages of Mutual Funds Compared to ETFs

  55. Does that Budget Leave Room for Charitable Giving?

  56. The Benefits Of Corporate Inversion

  57. Are You Paying Too Much in Taxes?

  58. How Private Equity and Hedge Funds are Taxed

  59. 401(k) Rollovers: The Tax Implications

  60. An in Depth Look at How Inheritances Are Taxed

  61. How Financial Advisors Can Woo Wealthy Clients

  62. Top Tips for Helping Clients Sustain Wealth

  63. 5 Overlooked Tax Deductions for Small Businesses

  64. Reverse Mortgages and Your Taxes

  65. 401(k) vs. Picking Stocks: What's Best?

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

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

  68. 5 Signs It's Time to Hire an Estate Manager

  69. 10 Questions to Ask Your Estate Planning Attorney

  70. 6 Reasons to Use a Household Help Agency

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

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

  73. Estate Planning for a Surviving Spouse

  74. Gay Marriage Ruling: Its Impact on Estate Planning

  75. What Greece Can Learn From Argentina’s Mistakes

  76. How to Best Navigate Taxes in Retirement

  77. Corporate Inversion: How It Works

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

  79. MLPs: How They Are Taxed

  80. Pros and Cons of Master Limited Partnerships

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

  82. 5 Ways to Mess Up Estate Planning

  83. How Going Green Can Cut Your Taxes

  84. Top Retirement Planning Tips for Same-Sex Couples

  85. The Advantages of Investing in Art & Collectibles

  86. The Risks of Investing in Art and Collectibles

  87. How Are Stock Options Taxed & Reported?

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

  89. How to Find the Best Bets in Muni Bonds

  90. Flexible Spending Accounts: Dependent Care Rules

  91. How Are Futures & Options Taxed?

  92. Why Muni Bonds and Bond Funds are Perfect Together

  93. Why Advisors Should Sidle Up to Estate Attorneys

  94. Is HD Vest Financial Services Right for You?

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

  96. Do Financial Analysts Need Financial Advisors?

  97. How Non-Qualified Deferred Compensation Is Taxed

  98. The Best Bet for Taxes: Traditional or Roth IRAs?

  99. The Basics Of The New Exchange-Traded Mutual Funds

  100. Save Money By Spending With A FSA

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