PREVENTING TAX SURPRISES IN RETIREMENT

When it comes to retirement savings, all of us would love to have a silver bullet: A foolproof way to save and grow our money to meet all our needs and goals after we stop working. Yet, despite what investment companies may tell you, there is no silver bullet for...

MINIMIZE TAXES THROUGH YEAR-END PLANNING

The end of the year is a time for celebration and reflection—but it’s also prime time for tax planning. By accelerating or deferring income and expenses, and by taking advantage of expiring tax provisions, you can have a significant impact on your wealth...

THE GOOD, THE BAD AND THE ALTERNATIVE MINIMUM TAX

When Washington struck its tax deal early this month, most of the headlines focused on income-tax rates. But the new law includes several important changes, and one of the most notable has to do with the Alternative Minimum Tax (AMT). The AMT is designed to prevent...

PREPARING FOR “TAXMAGEDDON”

WRITTEN BY GREG BOOTS. As the end of the year approaches, investors are keeping a close watch on Washington, D.C. The reason: The tax cuts enacted under president Bush are scheduled to expire unless lawmakers intervene. If the cuts take place as scheduled, investors...