Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Purchasing homeowners insurance is critical for protecting your home.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Four vacation destinations you might never have thought of.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.
When should you take your Social Security benefit?