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You have alternatives when it comes to tax planning. Targeted investing might trim that bill from Uncle Sam, or at least help you time when you’ll […]
Key Takeaways Capital losses arise from the sale (at a loss) of a capital asset like real estate, mutual funds, or stock shares Depending on their […]
Key Takeaways If you have dividend income over $10, you’ll need to complete a 1099-DIV form The difference between ordinary and qualified dividends comes down to […]
Key Takeaways Yearend charitable donations are critical for nonprofit organizations Many charities are seeing greater needs but receiving fewer donations Recent legislation has changed how charitable […]
Key Takeaways You don’t have to decide to save or spend your bonus—you can divide it among various goals Invest your bonus by putting it toward […]
Key Takeaways Starting a business begins with a well-researched business plan Each type of business structure has its own rules and potential tax implications Operational logistics […]
Key Takeaways Update information on jointly-held accounts Collect benefits and update insurance and health care policies to reflect your single status Create a fresh long-term plan […]
Key Takeaways Understand the difference between long-term and short-term investment strategies For short-term investing, consider establishing a timeline for your priorities It may be best to […]
Key Takeaways Even if you don’t have a 401(k) plan through your employer, you can still find plenty of tools to save for retirement. An IRA […]
Key Takeaways The average annual tuition at a private four-year college is more than $32,000 529 college funds can help supplement costs Any family member can […]