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The Motley Fool July 14, 2011 Dan Caplinger	Make Your Money Last for Generations Multi-generational financial planning makes a huge difference.
The Motley Fool July 17, 2009 Dan Caplinger	You Can Save Thousands Without Lifting a Finger Rather than cashing in the long-held winning stocks in your portfolio, you may find that by holding onto those winners, you can legally avoid paying huge amounts of money to the folks you'd least want to have it -- the IRS.
The Motley Fool July 15, 2009 Chuck Saletta	Investing Still Beats Doing Nothing It's about way more than just capital gains. The discipline enforced by saving regularly will help you focus the rest of your spending on those things that are most important to you.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count: Part 3 Inheriting money can change your life. Learn how to handle money you receive.
The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.
The Motley Fool October 1, 2008 Dan Caplinger	The Investing Strategy That Protects Your Family Your grandchildren can benefit from your investing foresight.
Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
The Motley Fool October 21, 2009 Dan Caplinger	This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes.
The Motley Fool April 16, 2008 Dan Caplinger	Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill.
The Motley Fool January 5, 2010 Dan Caplinger	Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.
The Motley Fool December 1, 2005	Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility.
The Motley Fool December 29, 2006 Dan Caplinger	Make Your Inheritance Count: Part 2 To use inherited money wisely, you have to consider your own needs. However, you also have to look at your parent's wishes and any specific conditions on your inheritance.
Financial Planning August 1, 2008 John J Bowen Jr	Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.
On Wall Street December 1, 2009 Bill Fleming	Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains.
Financial Planning October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
The Motley Fool January 29, 2010 Dan Caplinger	Answer This Question Before You Convert Your IRA How you plan to use your retirement money makes a difference in whether you should convert your IRAs to Roths.
The Motley Fool September 15, 2008 Dan Caplinger	Cash In and Pay Nothing! Largely hidden within the capital gains rates is a provision that calls for an even lower capital gains rate for those in the first two tax brackets, for some as low as 0%.
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
The Motley Fool November 8, 2006 Dan Caplinger	Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.
The Motley Fool August 12, 2005 Ted Murphy	Hurry Up ... and Wait! Don't let impatience get the best of you -- the price is too high. The secret to maximizing profits on great stocks is patience. Only by waiting can you realize the rewards you deserve.
Financial Planning January 1, 2005 David Stein	Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.
Commercial Investment Real Estate Jan/Feb 2006 Howard Kass	Splitting Heirs Investors should be aware of how to determine a tenancy-in-common investment's basis, particularly when managing their estates. Careful pre- and post-death estate planning can minimize taxes significantly and facilitate smooth wealth transfer to TIC investment heirs.
Financial Planning February 1, 2010 Martin M. Shenkman	Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them.
Registered Rep. October 10, 2014 Megan Leonhardt	Half of HNW NextGen Investors Keep Parents' Advisors About half of high-net-worth millennials are likely to keep their family's financial advisor when they inherit.
The Motley Fool November 2, 2005	Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks.
The Motley Fool September 24, 2009 Dan Caplinger	This Will Make Your Money Last Forever If you're just as concerned with those who'll come after you as you are with your own needs, you may find that following a different path with your finances can create wealth not just for you, but for your children and grandchildren as well.
National Real Estate Investor March 1, 2003 Jim Arbury	Help or Hindrance? Most apartment owners cheered in 2001 when a new law was passed to gradually phase out the estate tax, but a closer examination shows that the law could actually hurt many property owners.
The Motley Fool April 21, 2005 Rich Duprey	Poverty to Prosperity Even if you can only put away small amounts of money, you can still retire with a rich man's nest egg.
Financial Planning April 1, 2005 Julian Block	2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's.
Financial Planning October 1, 2006 Cal Brown	Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner.
The Motley Fool December 28, 2009 Dan Caplinger	Do This in the Next 3 Days or You'll Regret It This counterintuitive move could save you money. The one thing you do control when it comes to taxes is when you decide to sell your individual stocks.
The Motley Fool March 11, 2010 Dan Caplinger	Smart Moves to Secure Your Retirement It takes a lifetime of smart investing to build up the nest egg you need to have a financially secure retirement. Once you've successfully retired, though, it still takes clever planning to hang onto as much of your money as you possibly can.
The Motley Fool February 18, 2009 Tim Hanson	Read This Before You Sell All Your Stocks If you have plenty of time until retirement (let's call it 10 years or more), now is the time to be a buyer of stocks.
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
On Wall Street April 1, 2012 Todd Colbeck	Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting?
Commercial Investment Real Estate Nov/Dec 2006 Len Jarrott	Considering CRTs Charitable remainder trusts are an exit option for commercial property owners.
Financial Planning October 1, 2011 Matthew F. Erskine	To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management.
The Motley Fool November 13, 2006	Planning Your Will As you begin to plan your will and last wishes, you may wonder what you need to take into consideration when deciding who should get what.
Registered Rep. February 4, 2015 Jason Smolen	Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax.
Financial Planning August 1, 2010 Scott Schutte	Ditch the Declination As clients move past their accumulation years, risk management becomes even more critical to the defense of a solid financial plan.
Financial Planning April 1, 2013 Martin Shenkman	Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.
The Motley Fool March 27, 2009 Dan Caplinger	Cut Your Taxes With This Easy Step Choose the right shares to sell and save.
The Motley Fool February 16, 2007 Mary Dalrymple	Kids and Capital Gains Your young investor might face higher taxes on capital gains and dividends.
The Motley Fool January 13, 2010 Dan Caplinger	This Could Cause the Next Crash Higher taxes will transform the investment world.
The Motley Fool February 13, 2004 Selena Maranjian	Who Gets What When You Die? Issues that should be settled in your will.
The Motley Fool November 5, 2007 Selena Maranjian	Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned.
The Motley Fool September 25, 2007 T. Hanson & B. Richards	Don't Sell Without Reading This First For a short-term capital gain, a stock held for less than one year, the tax man takes up to 35%. For a long-term capital gain, a stock held longer than one year, the government takes between 5% and 15%. Investors, think through the consequences of your sell decision.
National Real Estate Investor September 1, 2005 Howard Menell	Apartment Owners Wary of Tax Reform Apartment executives are cautious about pending tax reform, having suffered from other efforts to tweak our tax system. Fortunately, many of today's leaders seem to appreciate the complex and long-term nature of real estate investments and the need to maintain stability in the commercial real estate markets.
Financial Planning October 1, 2009 Donald Jay Korn	The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates.
Registered Rep. November 1, 2004 Kevin McKinley	The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.