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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 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 February 27, 2004 Roy Lewis |
Top 10 Overlooked Tax Breaks 10 overlooked tax breaks from educator expenses to self employment health insurance. |
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 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. |
The Motley Fool April 14, 2007 Elizabeth Brokamp |
Alternative Uses for IRAs They're not just for retirement anymore. In some cases, you can get your hands on your IRA money before age 59 1/2 and not pay a penalty. Pay for college... Pay for a house... etc. |
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 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. |
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. |
The Motley Fool August 4, 2006 Roy Lewis |
The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA! |
The Motley Fool January 28, 2005 Roy Lewis |
What Can a Roth IRA Do for You? This tax-favored savings account offers several advantages over traditional IRAs. |
AskMen.com Michael Estrin |
8 More Tax Tips Spending a few hours on your taxes can be well worth your time. Don't overlook these deduction possibilities: sales taxes, non-cash donations, IRA contributions, worthless stock, miscellaneous deductions, FICA overpayment, amended returns, and casualty deductions. |
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 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. |
The Motley Fool January 16, 2004 Roy Lewis |
Paperwork for Tax Preparation The IRS has your information, and will make sure you include it on your return. |
The Motley Fool January 27, 2006 Roy Lewis |
Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!... |
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. |
The Motley Fool February 17, 2005 William Stecker |
The Oft-Missed Deduction Did you know that expenses incurred in the production of income are deductible? When it comes to investment expenses, let Uncle Sam help. |
The Motley Fool January 7, 2005 Roy Lewis |
Tangled in Tax Records? You've got forms and reports everywhere. What should you keep? |
Financial Planning November 1, 2006 Donald Jay Korn |
Happy Endings Financial advisors, this year new laws provide potential payoffs, as well as pitfalls, for December tax planning. Charitable Strategies... Gift-Tax Exclusions... Retirement Planning... |
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 May 13, 2005 Roy Lewis |
The New Roth 401(k) Is Here Can this new retirement plan help you? |
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 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 April 12, 2010 Dan Caplinger |
The Key Decision You Must Make This Week Which kind of IRA should you open? |
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 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. |
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. May 1, 2004 Susan L. Hirshman |
Budget Some Time There's no doubt that some proposed tax measures will result in bona fide financial planning opportunities for clients. As the political debate wages in Washington, take a little time to prepare. Clients will be thankful come October. |
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 December 15, 2006 Roy Lewis |
A Holiday Gift for Taxpayers Congress has some seasonal tax goodies for you. Here are the highlights. |
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. |
AskMen.com Dan Carter |
8 Worthwhile Tax Deductions You Don't Know About Using itemized tax deductions to your benefit. |
The Motley Fool November 28, 2006 Dan Caplinger |
Double Up on Deductions Make the most of your tax-deductible expenses. |
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. |
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. |
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. |
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 February 11, 2005 Roy Lewis |
Is a Hair Transplant Deductible? During tax time, it's always fun to review some of the more unusual expenses incurred by taxpayers. Here are a few along with the tax treatment suggested by the IRS or mandated by the courts. |
The Motley Fool March 3, 2011 Selena Maranjian |
Don't Miss Out on These Tax Breaks! Why pay Uncle Sam more than you have to? |
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 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. |
The Motley Fool December 18, 2006 Buz Livingston |
Nice: Pension Protection Act of 2006 If make you elective deferrals to a defined contribution plan, fund a Roth IRA, make deductible contributions to a traditional IRA, or put money aside for a aspiring scholar in a 529 plan, then thePension Protection Act of 2006 should make you happy. |
Financial Planning March 1, 2005 Ed Slott |
The IRA Imbroglio Most advisers haven't kept current on rules governing retirement distributions. Here are some for-instances. |
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. |
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. |
The Motley Fool January 20, 2006 Roy Lewis |
Check Up on Medical Expenses Before you dismiss your medical expense deduction out of hand, make sure that you're claiming all of the deductions to which you're legally entitled. It might just be the right prescription to ease the pain of your annual tax bill. |