When the Fed raises the federal funds target rate, bond market values will decline, and the longest term bonds will suffer most. But that’s only part of the story - as interest rates increase, new [...]
Annual Financial To-Do List Actions you can take this year to improve your financial security. What financial, business, and life priorities do you plan to address in the coming year? Now is a good time [...]
Avoiding Tax Scams in Retirement ~~~ Every year, as the April tax deadline approaches, there’s an increase in the number of tax-related scams that are reported according to Transaction Network Services. Thousands of taxpayers are [...]
Tax Efficiency in Retirement How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If [...]
Getting a Jump on Tax Season What should you bring to your preparer? You can file your federal tax return starting in late January of the previous year. IRS filing season will start right on [...]
Muni Bonds Generate Tax Free Interest - Or Do They? Here is an overview of municipal bonds including potential tax liability. Municipal bonds (also known as “munis”) are attractive to many investors because the interest [...]
The U.S. Savings Bond Tax Trap Open that safe deposit box. See if your bond has matured. Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase some for you? [...]
Are You Taking Taxes Into Account When Saving And Investing? It isn’t always top of mind, but it should be. How many of us save and invest with an eye on tax implications? Due to [...]
End-of-the-Year Money Moves Here are some things you might want to do before saying hello to the New Year. What has changed for you this year? Did you start a new job – or leave [...]
Tax Issues in Early Distributions from Retirement Accounts There are times when people really need money – and in those times, a retirement account may seem like a conveniently liquid resource to tap. What’s the [...]
