Cost-Basis Choices Not Set in Stone
March 5, 2015 - Investors may switch methods used to calculate capital gains, with one big exception.Read more ►
Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors’ tool kits.
Families with incomes of up to $180,000 can take advantage of the American Opportunity Tax Credit to recoup some college costs, but the measure is set to expire after 2017.
A look at the facts regarding why even students from wealthy families should fill out the FAFSA, the (remote) odds of getting a full-ride scholarship, and more.
New IRS guidelines enable heavy savers to get more assets into the Roth column.
Taking care with asset placement can result in big tax savings.
Cyber security experts offer tips for more secure log-ins, app usage, and ongoing account monitoring.
How to avoid the mistakes that can reduce income security
Use these tips to search for a qualified tax professional
Understand the important distinction to put your investments on solid ground
Consider these dos and don’ts as you formulate your estate plan
Tips for avoiding costly consequences
Strategies for maximizing your charitable contributions
Consider adding this alternative asset class to reduce volatility without sacrificing potential returns
Floating-rate securities are often used to reduce rate sensitivity.
Gain a basic understanding of how children are taxed
Learn about the pricing and tax advantages of ETFs
