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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. |
BusinessWeek January 15, 2007 Lynn O'Shaughnessy |
Dear IRS, Please Help A "private letter ruling" by the agency can provide a way out of tax goofs, like using an estate instead of an individual as an IRA beneficiary. |
The Motley Fool January 5, 2007 Roy Lewis |
Another Line on the Tax Return Learn about the telephone excise tax refund. It's likely that unless you spend a considerable amount of money on long-distance telephone service, the actual amount of the refund will be negligible. |
The Motley Fool January 5, 2007 Selena Maranjian |
Fixing Tax Return Errors Flubbed your 1040? You've got three years to correct it. |
Financial Planning January 1, 2007 Ed Slott |
Retirement Plan Horror Stories The laws on IRAs and retirement accounts are complex, and even the savviest clients can make costly missteps. If you educate yourself, you can save your clients time and money -- and earn their gratitude and business. |
Financial Planning January 1, 2007 Julian Block |
Tax Brakes Are your financial advisory clients taking all the business-driving tax deductions they're eligible for? |
The Motley Fool January 3, 2007 |
Inherited Stock and Taxes How do you account for inherited stocks, for tax purposes? |
Financial Advisor January 2007 Gail Liberman |
Death Of A Tax Shelter? A proposal by the Treasury Department and the IRS has effectively killed the private annuity trust as a way to postpone taxes on the sale of appreciated property. |
Managed Care December 2006 John Carroll |
Info Tech Revolution Held Up by IRS Reviews Some regional health information organizations are in limbo until the taxman signs off. |
The Motley Fool December 29, 2006 Brian Richards |
Congrats on Your Profits. Now Give Them Away. Donating appreciated stock makes tax sense for you and shares your wealth with those less fortunate. |
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