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Some income tax documents should be saved
For many taxpayers, it can be difficult to determine when it is safe to eliminate old records. From utility bills and credit card statements to trade confirmations and tax returns, ... -
Stretch IRAs offer survivor and tax benefits
The next pitfall has to do with meeting a deadline. A properly titled account must be set up by Dec. 31 of the year following the date of death of ... -
Roth 401(k) plans give investors more options, potential
Employers have begun to broaden their retirement plan offerings by adding the option of a Roth 401(k) to their traditional plans. The Roth 401(k), first introduced in 2006, is finally ... -
Getting ready for retirement
Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, the realities of retirement can be far ... -
How to invest if tax rates increase
The fiscal cliff is right around the corner. The combination of tax increases and spending cuts which are currently scheduled to occur at the beginning of 2013 could have a ... -
Rebalancing after the stock rally
Despite the uncertainties in Europe and the sluggish U.S. economy, the U.S. stock market has seen a dramatic move upward since October of last year. In fact, the market is ... -
Looking twice at tax deductions
At more than 16,845 pages long and ever-changing, the U.S tax code is one of the most difficult documents for the average American to understand. It’s no wonder many taxpayers ...
