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  1. Income Exclusion Rule

    An income exclusion rule sets aside certain types of income as nontaxable.
  2. Make Ex-Dividends Work For You

    Find out how to keep your dividends out of the tax man's hands.
  3. Domicile

    A domicile is a home acquired with the intent to remain indefinitely.
  4. Registered Retirement Savings Plan Deduction Limit

    Registered Retirement Savings Plan Deduction Limit is the maximum sum Canada allows taxpayers to deduct from their income ...
  5. Qualified Retirement Plan

    A qualified retirement plan meets the requirements of Internal Revenue Code Section 401(a) and is therefore eligible to receive ...
  6. Home-Equity Loans: What You Need to Know

    We shed light on why consumers decide to use this form of debt and whether it is a good alternative to other financing options. ...
  7. Retirement Living: Renting vs. Home Ownership

    There are many things to consider when deciding whether to own a home or rent after you retire.
  8. IRS Publication 590: Individual Retirement Arrangements (IRAs)

    IRS Publication 590: Individual Retirement Arrangements (IRAs) refers to an IRS document that outlines rules for individual ...
  9. Changes to 529 Plans Offer Advantages

    With changes to tax law and 529 plan rules, these educational savings tools are even more valuable. Here are some old and ...
  10. Qualified Longevity Annuity Contract (QLAC)

    A Qualified Longevity Annuity Contract (QLAC) is a deferred annuity funded with an investment from a qualified retirement ...
  11. Transportation Expenses

    Transportation expenses are costs incurred by an employee or self-employed taxpayer while away from home in a travel status ...
  12. Credit Shelter Trust - CST

    A Credit Shelter Trust allows a surviving spouse to pass on assets to his or her children estate-tax free.
  13. Repatriable

    Repatriable means that a financial asset is capable of being moved from a foreign country and returned to its country of ...
  14. When you should change your withholding tax

    When there are major changes in your life, you should adjust your withholding to ensure you aren't paying too much in taxes.
  15. What are the tax implications of using QDRO money from a divorce to pay for a new home?

    There are several issues to consider, including the lack of an early distribution penalty and federal tax withholding.
  16. Principal Residence

    The main home that a person inhabits and uses for the majority of the time is considered their principal residence.
  17. Phantom Income

    Phantom income is money that is never received by a partnership or individual but is still taxable.
  18. Joint Return

    A joint return is a U.S. income tax return that reports the combined tax liability of married or recently widowed taxpayers.
  19. Real-Life Examples of Student Loan Mistakes

    Here are some real-life examples of why it pays to research and make the right decisions about repaying your student loans.
  20. Finding the Right Student Loan Repayment Plan for You

    It's important to understand each type of student loan repayment planĀ and potential tax implications of debt forgiveness.
  21. 4 Alternatives to Borrowing or Withdrawing Retirement Funds

    Borrowing money from your retirement funds can set you back in achieving your savings goals. Here are four other ways to ...
  22. Who Loses Under the New Tax Provisions? Homeowners

    The tax code overhaul reduces the tax advantages of owning a home.
  23. How restricted stock and restricted stock units (RSUs) are taxed

    Find out how these forms of executive compensation work and how to deal with the tax consequences of them.
  24. How To Make Your First $1 Million

    It is easier to become a millionaire now than at any time before. While you won't be buying islands, it is still a goal worth ...
  25. Backup Withholding

    A tax called backup withholding is levied on investment income when the investor withdraws those funds.
  26. How to rollover your 401(k) to a new employer

    You CAN take it with you. Here's exactly what you need to know about 401(k) rollovers.
  27. The Pros and Cons of 529 College Savings Plans

    Saving for a child's education via a 529 plan has major advantages as well as some complexities.
  28. Income In Respect Of A Decedent - IRD

    Income in Respect of a Decedent (IRD) is untaxed income that a decedent earned or was meant to receive before death.
  29. Family Limited Partnership - FLP

    A Family Limited Partnership (FLP) allows family members to own shares of a family business while securing estate and gift ...
  30. Member Of Household

    A member of household may be considered as such if the individual resides in home during a tax year.
  31. What are the Roth 401(k) contribution limits?

    Understand the current contribution limits for designated Roth 401(k) accounts, including additional allowable payments for ...
  32. Using your IRA to pay off credit card debt

    Cashing in an IRA to deal with outstanding credit card balances may not be the best way, but sometimes it's the best available ...
  33. How to protect your retirement from lawsuits

    Getting sued is one of those things that no one really plans on. Be proactive and make sure your hard-earned retirement is ...
  34. Defer Taxes with Nonqualified Deferred Compensation (NQDC) Plans

    Nonqualified deferred compensation plans can help highly compensated employees bolster their retirement plans.
  35. Should you borrow from your retirement plan?

    It makes sense to dip into your savings in some cases, but you must be aware of the potential consequences.
  36. Withholding Allowance

    Withholding allowance refers to an exemption that reduces how much income tax an employer deducts from an employee's paycheck.
  37. How to use your health savings account (HSA) for retirement

    Thanks to its unique tax advantages, a Health Savings Account may be the best retirement option you never knew you had.
  38. Accelerated Death Benefit (ADB)

    An accelerated death benefit (ADB) allows a life insurance policyholder to get cash advances against the death benefit if ...
  39. Form 1099-Q

    A Form 1099-Q is an IRS form that an individual who receives distributions from a Coverdell ESA or 529 plan receives from ...
  40. How New Tax Changes Promote 529 Investments

    The latest round of tax reform has triggered new interest in the benefits of 529 savings plans.
  41. Dynasty Trust

    A dynasty trust is designed to grow wealth for a grantor's descendants while offering protection from transfer taxes like ...
  42. Take Advantage of FSA Tax Savings

    Using a flexible spending account it not only a convenient way to pay health and child care expenses, it can also reduce ...
  43. Top 9 Solutions to an Unexpected Tax Bill

    Finding out you owe when you expected a refund is a nasty shock. Find out how to cope.
  44. Uniform Gifts to Minors Act - UGMA

    The Uniform Gifts to Minors Act (UGMA) allows minors to own property including securities.
  45. Coming Soon: A Bigger Paycheck

    Changes are coming to your paycheck in 2018. The 2017 tax bill will likely result in lower withholding amounts and more money ...
  46. What is Fiscal Policy?

    Learn how governments adjust taxes and spending to moderate the economy, also known as fiscal policy.
  47. How to File Your Child's First Income Tax Return

    Use this quick parental guide to help your child learn the tax-filing process and establish good habits.
  48. Fringe Benefits

    Fringe benefits are additional compensation provided to an employee or partner by an employer, such as health insurance, ...
  49. Top Tips to Reduce Required Minimum Distributions

    A look at the best strategies to reduce required minimum distributions from qualified retirement accounts.
  50. Restricted Stock

    A restricted stock refers to insider holdings that are under some other kind of sales restriction, and must be traded in ...
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Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
Hot Definitions
  1. Diversification

    Diversification is the strategy of investing in a variety of securities in order to lower the risk involved with putting ...
  2. Liquidity

    Liquidity is the degree to which an asset or security can be quickly bought or sold in the market without affecting the asset's ...
  3. Federal Funds Rate

    The federal funds rate is the interest rate at which a depository institution lends funds maintained at the Federal Reserve ...
  4. Call Option

    An agreement that gives an investor the right (but not the obligation) to buy a stock, bond, commodity, or other instrument ...
  5. Standard Deviation

    A measure of the dispersion of a set of data from its mean, calculated as the square root of the variance. The more spread ...
  6. Entrepreneur

    An entrepreneur is an individual who founds and runs a small business and assumes all the risk and reward of the venture.
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