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Registered Rep.
March 25, 2015
Kevin McKinley |
The Pitfalls and Perils of 529 Withdrawals Here is what you and your clients need to know about using 529 funds for higher education (and other) expenses.   |
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. |
Financial Advisor
July 2005
Marla Brill |
Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Financial Advisor
July 2010
Dalton & Dalton |
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. |
The Motley Fool
August 25, 2007
Elizabeth Brokamp |
What's So Sexy About the Coverdell? The Coverdell Education Savings Account has you covered for more than just college. This is an education investment vehicle with some substance to back it up. Read on for a quick rundown of the Coverdell's best features. |
Registered Rep.
December 24, 2014
Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
The Motley Fool
July 7, 2007
Elizabeth Brokamp |
5 Easy Ways to Save on Taxes There are more ways than you think to keep Uncle Sam's paws off your hard-earned cash. 1. Take advantage of perks at work... 2. Be cool; stay in school... etc. |
Financial Planning
March 1, 2007
Donald Jay Korn |
Child's Play Changes in the kiddie tax may make custodial accounts less attractive to parents planning for college expenses, but there are other investment options. |
Registered Rep.
September 1, 2004
Kevin McKinley |
Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college. |
Financial Planning
August 1, 2009
Donald Jay Korn |
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy |
Registered Rep.
September 29, 2015
Kevin McKinley |
Five Tax-Smart Strategies For Turbulent Markets Here are five steps your clients can take to boost their net returns by reducing their income taxes and capital gains taxes. |
The Motley Fool
March 4, 2005
Roy Lewis |
How to Save More Money on Taxes Here are tax deductions that can be easily overlooked. |
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
February 22, 2007
Dan Caplinger |
Is Your Hobby a Business? As a potential source of deductible expenses, hobbies are a promising target that many taxpayers consider using. |
Registered Rep.
October 26, 2015
Kevin McKinley |
Paying Tomorrow's Tuition Today In the right situation, prepaid tuition plans can provide savers with a competitive ersatz investment return, especially for families with children who are bound for college in the next few 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. |
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. |
The Motley Fool
September 20, 2006
Dan Caplinger |
Don't Defer Paying Tax: Part 1 As an investor, you will no doubt have many people tell you that you should do whatever you can to avoid paying taxes now. Although this line of thought seems intuitively correct, it does not always give the best results. |
Financial Planning
December 1, 2005
Deborah Fox |
Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses. |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: 529 Plans With 529 plans, local isn't always better. Unfortunately, both plans and state laws related to them vary so much that it's impossible to generalize about which plan is best. |
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. |
Registered Rep.
May 1, 2004
Michael F. Greco |
College Funding Faceoff! Advice on chosing between a 529 Savings Plan or a Coverdell ESA when planning for college. |
Registered Rep.
April 17, 2013
Kevin McKinley |
Sheltering Clients From the Taxman Several investment strategies can protect high-income clients from new taxes and higher tax rates. |
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
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. |
Registered Rep.
February 20, 2013
Kevin McKinley |
Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement. |
Registered Rep.
October 22, 2012
Kevin McKinley |
Giving Working Clients a Health Insurance Checkup As health care has taken center stage in the national debate, one of clients' biggest concerns is how to handle their ever-increasing and always-confusing health insurance and health care costs. |
AskMen.com
Nick Kennedy |
2010 Tax Planning Guide Follow these steps to try to take a smarter approach in your dealings with Uncle Sam. |
The Motley Fool
February 2, 2004
Robert Brokamp |
Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility. |
CFO
January 10, 2007
Marie Leone |
Tuition Magicians When financial-aid prospects are dim, some parents find smart ways to boost their children's college funds. |
The Motley Fool
June 11, 2010
Nathan Alderman |
What the Fool Is a 529 Plan? A friendly, Foolish guide to the often confusing world of college savings plans. |
Financial Advisor
July 2007
Tracey Longo |
Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range. |
Financial Advisor
November 2003
Tracey Longo |
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. |
The Motley Fool
January 16, 2007
Dan Caplinger |
529 Plans Beyond School If your child is fortunate enough to get a scholarship, don't worry about all the money you've set aside for college expenses. With the options open to you, you can just relax and be happy about your child's accomplishment. |
The Motley Fool
December 9, 2005 |
The Income Tax Process, Explained It does take a while to do (it's estimated that upwards of 30 hours is required to complete Form 1040 and Schedules A, B, C, and D), but it isn't brain surgery. |
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. |
AskMen.com
Dan Carter |
8 Worthwhile Tax Deductions You Don't Know About Using itemized tax deductions to your benefit. |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: Coverdell ESAs As part of an overall college financial plan, Coverdell ESAs can be quite valuable. The fact that they can be used for primary and secondary school expenses can give parents the flexibility they need to address their child's particular educational needs. |
Registered Rep.
August 1, 2006
Kevin McKinley |
New School Strategies First, the Department of Education altered the financial-aid treatment of certain 529 plans. Then the IRS tweaked custodial accounts. Here's what financial advisors can do to redirect families saving for college. |
Financial Advisor
October 2006
Eric L. Reiner |
Year-End Tax Planning, Take 2006 Advisors Put Charitable Strategies at the Head of This Year's Checklist... Look For Losses, And Tax-Cheap Gains... Retirement Account Strategies... Look Ahead... |
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. |
Entrepreneur
November 2005
Scott Bernard Nelson |
Savings 101 Tax-free 529 college savings accounts may not stay that way, but they'll still be a smart way to plan for your child's future. |
The Motley Fool
December 12, 2005 |
Year-End Tax Tips With a strategy in place, you could save some big bucks. Here's how. |
Registered Rep.
November 14, 2014
Kevin McKinley |
Tapping Annuities for an Early Retirement Annuities can offer nearly unlimited savings potential and unique benefits that can pique the interest of would-be early retirees. |
Financial Advisor
July 2011
Ben Mattlin |
Bumpy Road Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains. |
The Motley Fool
December 19, 2003
Roy Lewis |
11th-Hour Tax Moves You have less than two weeks to reduce this year's tax bill. |
Financial Advisor
March 2004
Marla Brill |
Will Health Savings Accounts Have A Market? new way to pay for health care that combines an insurance component with an intriguing savings kicker was introduced by the Medicare Reform Act in December. Health savings accounts (HSAs) are designed to help individuals save for qualified medical and retiree health expenses on a tax-favored basis. |
The Motley Fool
March 30, 2011
Selena Maranjian |
Vital Tax Tips for the Unemployed If you're looking for work, this advice could save you money. |
