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Registered Rep.
October 17, 2014
Kevin McKinley |
Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in.   |
Registered Rep.
January 1, 2007
Kevin McKinley |
Immediate Annuities Equal Tax Rewards Thanks to a quirk in the tax code, using an immediate annuity may give your clients both higher income and lower taxes -- catapulting the after-tax return on an immediate annuity well beyond what is offered by other conservative fixed-income investments. |
Registered Rep.
October 1, 2005
Kevin McKinley |
Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes. |
Registered Rep.
August 31, 2012
Kevin McKinley |
Savings Bonds for Retirees Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients. |
The Motley Fool
November 6, 2009
Dan Caplinger |
3 Investments That Will Cut Your Taxes Let's talk about some investments that get preferential treatment from the tax man. |
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. |
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. |
Financial Advisor
December 2003
Don Schreiber Jr. |
Examining The Dividend Tipping Point Tax law changes make dividend-paying stocks the choice for the future. |
The Motley Fool
September 20, 2006
Dan Caplinger |
Don't Defer Paying Tax: Part 2 Simple rules of thumb are handy for investors; in general, taking advantage of opportunities to eliminate or defer payment of tax is a smart move. |
The Motley Fool
August 4, 2009
Selena Maranjian |
A Tax Hike for Dividends and Capital Gains? The administration has proposed capping dividend and capital gains taxes at 20%, even for high-income taxpayers. That's a tax hike, but not as big an increase as some fear. |
Financial Advisor
June 2012
Michelle Knight |
Bane Or Boon? Proposed tax changes could bring significant consequences for municipal bondholders. |
Financial Planning
January 1, 2013
Ed Slott |
Cut Taxes for 2013 A portion of the health care law could carry some unpleasant surprises for high-income taxpayers. |
The Motley Fool
February 28, 2011
Dan Caplinger |
Buy These Stocks and Stiff the IRS Dividends and capital gains can be tax-free for some taxpayers. |
Registered Rep.
June 1, 2012
Kevin McKinley |
Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement. |
The Motley Fool
June 13, 2007
Robert Brokamp |
Protect Your Retirement From Uncle Sam You'll retire sooner -- and better -- the more you keep Uncle Sam at bay. |
The Motley Fool
December 6, 2006
Dan Caplinger |
How Many Taxes Can There Be? In considering the appropriate strategies to manage your taxes, you have to take these taxes into account: States and their income taxes... If it's a tax, it can't be simple... etc. |
The Motley Fool
April 13, 2010
Dan Caplinger |
The Tax-Smart Answer to Low Interest Rates Municipal bonds aren't risk-free, but they are attractive. |
The Motley Fool
January 5, 2010
Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. |
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. |
Financial Planning
April 1, 2012
Donald Jay Korn |
Bracket Blues About 30 years ago, all Social Security benefits were tax-free. That's history, but there are still many ways planners can crack the tax code and save money for seniors and disabled clients. |
Financial Planning
May 1, 2006
Stuart Bromberg |
The Muni Option Municipal bonds and bond funds are still reasonably cheap and offer tax-free ballast to diversify a portfolio. But when advising clients about municipal bonds, it's important to assess whether the investors could be subject to the alternative minimum tax. |
Registered Rep.
October 1, 2004
Stan Luxenberg |
Ticking Tax Bomb Alternative Minimum Tax (AMT) surprises could become increasingly common for shareholders of municipal bond funds. Advisors must now decide whether to buy funds with private bonds. |
Financial Advisor
October 2004
Eric L. Reiner |
Year-End Tax Strategies, Edition 2004 AMT (alternative minimum tax) and historically low tax rates demand advisors' attention. |
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
November 24, 2006
Dan Caplinger |
Get More From Zero With their high sensitivity to interest rates, zero-coupon bonds can add some spice to a sedate bond portfolio. |
BusinessWeek
November 24, 2003
Ellen Hoffman |
A Tax Ambush? Before Dec. 31, do a dry run to see if you're liable for the alternative minimum tax. |
The Motley Fool
February 4, 2004
Robert Brokamp |
Taxes, Cuts, and Politics [Tax Q&A] Since much of the election comes down to taxes -- and since the tax filing deadline is looming -- we thought we'd offer a brief lesson on how your tax bill is calculated, followed by a quick look at whose tax bills will be lower this year. |
BusinessWeek
December 20, 2007
Lauren Young |
Steady Income in Unsteady Times In 2008, income hunters willing to take on a little risk can reap significant rewards. |
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. |
On Wall Street
June 1, 2010
Tim Steffen |
Taking Your (tax) Medicine High-net-worth individuals need to plan today for significant healthcare tax changes ahead. |
The Motley Fool
March 28, 2005
Mathew Emmert |
Tax Tips for Income Investors Knowing the drill come tax time can put money in your pocket and alleviate hassles. |
The Motley Fool
January 2, 2004
Roy Lewis |
Dividends vs. Salary for Businesses C- and S-type corporations can save taxes, depending on how they classify compensation. |
The Motley Fool
February 1, 2010
Dan Caplinger |
The Tax Perk You Can't Afford to Miss These stocks offer tax advantages that other investments don't. |
Investment Advisor
October 2005
Kathleen M. McBride |
Relief Pitcher How do you spell relief from the alternative minimum tax? Try the Fidelity Tax-Free Bond Fund, a fund that provides strong returns largely free of the AMT heartburn. |
Registered Rep.
November 17, 2010
Kevin McKinley |
Ways to Maximize Clients' 529 Funds Here's how your clients can maximize the funds they net from 529 withdrawals made in the most common scenarios. |
Registered Rep.
May 1, 2006
Kevin McKinley |
Savvy Start Advisors are gradually shifting their focus from helping their clients make money to spending it. What's driving the shift? The knowledge that many of their best customers are winding down their careers and want to enjoy the fruits of their labor. |
Financial Planning
May 1, 2005
Julian Block |
The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them. |
The Motley Fool
October 28, 2009
Selena Maranjian |
Should You Go With Stocks or Bonds for Income? You may lose big bucks if you cling too strongly to bonds. |
Financial Advisor
June 2010
Eric L. Reiner |
Coming Down The Pike Health-care reform gave birth to new income tax laws that are crying for attention. |
On Wall Street
April 1, 2011
Susan L. Hartman |
Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning. |
The Motley Fool
August 10, 2006
Robert Brokamp |
Protect Your Retirement From Inflation A retirement plan that doesn't account for inflation is like a house infested with termites. So how does a retiree prop up his purchasing power? By investing in blue-chip, dividend-paying stocks. |
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. |
Financial Advisor
October 2012
Eric L. Reiner |
The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives. |
Entrepreneur
March 2007 |
Time For A Muni Makeover? Take a closer look at municipal bonds. |
Financial Advisor
September 2008
Kenneth P. Brier |
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action. |
The Motley Fool
January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
The Motley Fool
October 22, 2009
Selena Maranjian |
Why Pay Taxes When You Don't Have to? Park your dividends in your Roth IRA and save a lot more money. |
Registered Rep.
March 25, 2010
Jerry Gleeson |
Don't panic. Health-care Tax Impact Years Off Your clients may fear a huge tax bite after President Obama signed historic health care legislation into law this week. You can reassure them. |
Financial Planning
January 5, 2008
Donald Jay Korn |
Zero Can Be Positive High-income clients who want to avoid tax on investment income can put their money into municipal bonds and funds for tax-exempt interest. As of 2008, there's a new way to get a break. |
The Motley Fool
June 9, 2010
Dan Caplinger |
How to Handle the Coming Tax Hikes Tax changes are coming. Will investors respond? |
