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Now is the time for year-end tax planning
The ideal time to address 2014 tax planning is in – you guessed it – 2014. Unfortunately, many taxpayers wait until the tax preparation months of March and April of ... -
Death and taxes - Understanding how 'step-up in basis' works
It is often said the only certainties in life are death and taxes. Thanks to estate and inheritance tax, it is not uncommon for them to occur simultaneously. However, there ... -
Don't tap retirement funds too soon
A 401(k) plan should never be viewed as a pre-retirement piggy bank. Unfortunately, more and more savers tap retirement accounts prior to their retirement. In fact, a recent study by ... -
N.J. among the worst states to retire in
Figuring out where your retirement dollars will go furthest just got a little easier. For the first time, the Commerce Department’s Bureau of Economic Analysis released price-adjusted estimates of personal ... -
Social Security misconceptions often lead to poor retirement choices
Retirees continue to lean on Social Security benefits in order to fund retirement. According to the Social Security Administration, it is expected that 38 million retired workers will collect annual ... -
529 plan powerful tool in college savings
Too many options make selecting the right 529 plan a challenge for parents. Sky-high college tuition costs continue to be a significant roadblock for parents hoping to provide a college ... -
How to choose the right executor for your estate
Taking the time to address how your financial affairs will be handled when you are gone can be overwhelming. After all, you are making decisions that affect family, friends and ... -
Missing overlooked deductions can be costly
Each year, the complexities of our tax code cause many taxpayers to leave money on the table when filing their returns. As they say, you must pay taxes but you ... -
Avoid costly mistakes with sudden wealth
The winner of last week’s Powerball lottery took home a cool $425 million dollars (before taxes of course). While most of us might not expect to win the lottery, it ... -
Small business retirement plans attractive for employees and employer
As our economy slowly improves, many small businesses have begun to see light at the end of the economic tunnel and are more optimistic about 2014. In fact, a recent ...
