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The Motley Fool
April 18, 2007
Roy Lewis |
Be Green and Save Taxes Help yourself while you help the planet: Take advantage of energy tax breaks.   |
The Motley Fool
August 19, 2005
Roy Lewis |
Energize Your Tax Credits You don't have to buy a Prius to enjoy new tax credits for energy efficiency. There are also credits for manufacturers of energy-efficient appliances and for builders of energy-efficient new homes. |
The Motley Fool
January 13, 2006
Roy Lewis |
Tax Changes for 2005 Save yourself tax-time hassles -- note these changes before you file: Charitable contributions... Definition of "child"... Clean-fuel vehicles... Standard mileage rates... Clean-fuel vehicles... Standard mileage rates... etc. |
The Motley Fool
December 31, 2004
Roy Lewis |
Ring In the Tax Changes! Here are just a few of the changes taking place for the 2004 and future tax years. Make sure that you know about all of them before even attempting to prepare your 2004 tax return. |
BusinessWeek
November 1, 2004
Ellen Hoffman |
Time To Do Your Tax Checkup There are a few new wrinkles to consider. Perhaps most notable is the state sales tax vs. state income tax deduction. But there are other things to consider, as well. |
Commercial Investment Real Estate
Jan/Feb 2015
Mary Stark-Hood |
2015 Tax Law Changes As individuals and companies plan for 2015, certain tax issues must be considered in personal and business financial planning. Here is a summary of changes to benefit plan contributions. |
The Motley Fool
December 1, 2006
Roy Lewis |
Looking Back, Looking Forward Here are just a few of the many tax provisions recently signed into law. You still have time to take maximum advantage of those provisions put in place for 2006, and more than enough time to plan your taxes for 2007. |
Entrepreneur
January 2007
Carol Tice |
Take Note Two tax bills passed last year, bringing tax relief and new tax burdens for entrepreneurs. Here's a brief guide. |
The Motley Fool
November 11, 2005
Roy Lewis |
The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late. |
The Motley Fool
December 22, 2006
Roy Lewis |
Cut Your 2006 Taxes With the clock quickly winding down to Dec. 31, you'll want to act quickly to reduce your tax bite. Here are some suggestions. |
The Motley Fool
January 30, 2004
Roy Lewis |
Get Credit for Retirement Contributions Have you missed one of the most valuable -- and overlooked -- tax credits? |
The Motley Fool
March 1, 2004 |
Are You Eligible for an IRA? Everyone loves tax-advantaged growth, but not everyone is eligible. |
The Motley Fool
March 20, 2007
Dan Caplinger |
Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now. |
The Motley Fool
November 5, 2004
Roy Lewis |
Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year. |
Registered Rep.
January 18, 2013
Kevin McKinley |
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. |
The Motley Fool
May 13, 2005
Roy Lewis |
The New Roth 401(k) Is Here Can this new retirement plan help you? |
The Motley Fool
November 10, 2006
Roy Lewis |
Plan Before It's Too Late! Year-end tax-planning tips for 2006. |
Financial Planning
May 1, 2007
Ed Slott |
She Said, They Said Can your financial advisory client actively participate in a company's retirement plan without being active in the plan? |
The Motley Fool
April 18, 2007
Dan Caplinger |
Don't Wait Till Next Year Before you put away your tax stuff for another year, it's worth your while to take a look at how you did in 2006 to see how you can improve your 2007 tax picture. |
The Motley Fool
January 13, 2006
Dayana Yochim |
Save Like It's 2006 Here are this year's qualified saving plan contribution limits: 401(k), 403(b), 457 accounts, and SARSEPs... SIMPLE plans... Traditional and Roth IRAs... |
Financial Advisor
September 2009
John Carl |
Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement. |
The Motley Fool
July 2, 2004
Roy Lewis |
Summer Tax Break It's not exactly hot fun in the summertime, but looking at your 2004 taxes now will save you money later. |
Financial Planning
September 1, 2006
Ed Slott |
IRA Time Travel Advisors had two new tax laws with IRA provisions to chew on over the summer. One law (TIPRA) contains IRA provisions that take effect years from now, while the other, (HERO), has provisions that can be used for prior years. |
Financial Planning
November 1, 2009
Julian Block |
A New Standard As the end of the year nears, clients are once again starting to think about their tax returns. Now more than ever, qualified financial advisors should be ready to provide some information on the choices taxpayers must make. |
The Motley Fool
December 15, 2006
Roy Lewis |
A Holiday Gift for Taxpayers Congress has some seasonal tax goodies for you. Here are the highlights. |
PC World
May 30, 2001
Frank Thorsberg |
How Big Is Your Slice of the Tax-Cut Pie? Intuit's free online calculator estimates your tax savings over the next ten years... |
The Motley Fool
March 3, 2006
Roy Lewis |
Save Tax Dollars Now! There are a whole lot of lines on your tax return. Have you researched every last one, making sure you're taking advantage of all the legal ways you can cut your tax bill? Here's how to spot the deductions and credits most taxpayers miss. |
Registered Rep.
March 14, 2013
Kevin McKinley |
Deductible Me Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you. |
The Motley Fool
January 13, 2004
Robert Brokamp |
Retirement Changes for 2004 Uncle Sam will let you sock even more money away in tax-advantaged accounts. |
The Motley Fool
December 9, 2004
Dayana Yochim |
Save Like It's 2004 Twelve thousand dollars is so last year. If that's all you've contributed to your 401(k), 403(b), or 457 account, you might want to check your calendar. |
The Motley Fool
March 4, 2005
Roy Lewis |
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. |
Entrepreneur
March 2006
Scott Bernard Nelson |
New Horizons More choices for 401(k) and 403(b) plans mean the sky's the limit on your retirement-planning options. |
Registered Rep.
April 1, 2008
Kevin McKinley |
Roth To Riches Roth IRAs are so valuable to your retiring clients. Here are three ways to help earners in the upper echelon get some tax-free retirement income from them, too. |
The Motley Fool
July 20, 2009
Dan Caplinger |
Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice. |
Registered Rep.
March 1, 2007
Kevin McKinley |
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off. |
The Motley Fool
April 12, 2010
Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
The Motley Fool
October 31, 2006
Dan Caplinger |
Should You Convert Your IRA? New rules may make switching to a Roth IRA your best move. |
Investment Advisor
November 2005
Christopher G. Laucks |
The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages. |
Commercial Investment Real Estate
Nov/Dec 2002
Jennifer Gregor |
Review Tax Changes to Maximize Employee Benefit Plans The Economic Growth and Tax Relief Reconciliation Act of 2001 contained numerous changes to fundamental retirement plan rules for small businesses. |
AFP eWire
January 2, 2013 |
Charitable Deduction Not Taken Down by the Fiscal Cliff The charitable deduction was left mostly unscathed by the fiscal cliff negotiations and the recently passed bill. |
The Motley Fool
February 27, 2004
Roy Lewis |
Top 10 Overlooked Tax Breaks 10 overlooked tax breaks from educator expenses to self employment health insurance. |
Commercial Investment Real Estate
Jan/Feb 2004
Feuerstein & Marsden |
Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes. |
The Motley Fool
June 17, 2005
Roy Lewis |
Start Planning for Next Year's Taxes Many think that taxes are simply a chore, something to attend to once a year. Anyone with that attitude is likely leaving money on the table. Here are some tips to consider. |
Financial Planning
February 1, 2013
Ilana Polyak |
15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients. |
The Motley Fool
March 10, 2005
Robert Brokamp |
Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement. |
The Motley Fool
July 9, 2004
Dayana Yochim |
Save Like It's 2004 Letting your retirement account get out of date is dangerous to your future. |
The Motley Fool
January 23, 2004
Roy Lewis |
9 Tax Return Changes Use the wrong form, and you may miss out on deductions and credits. |
Investment Advisor
October 2006
Susan Hartman |
Getting With The Act Here's how the Pension Protection Act of 2006 changes retirement planning and what investment advisors need to know about the tax implications therein. Memo to Nonspouse Beneficiaries... etc. |
On Wall Street
December 1, 2010
Susan L. Hartman |
Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come. |
The Motley Fool
October 29, 2004
Roy Lewis |
How Will the New Jobs Act Affect You? Will portions of the overhaul have an impact on your taxes? |
