Retirement & Financial Planning Report

A Coverdell Education Savings Account (ESA) can be converted into a 529 college savings account for the same beneficiary. You …More

Since October 28, banks are allowed to use a new and faster process for clearing the paper checks written by …More

Look closely at any investment property that you

If you

The average rate for a private room in a nursing home is $192 a day, or about $70,000 a year, …More

Should you select a 529 college savings plan on your own or should you use a financial professional? There are …More

For investing in foreign stocks, most investors will be better off with a diversified international fund. The main reason is …More

The corporate bond market is opening up to small investors. NASD has launched its quote system, TRACE, with more than …More

You should keep in mind that not all investment income is created equal. There are two kinds, with different tax …More

Variable annuities have received negative publicity in recent years, which may keep individuals from buying them. Although variable annuities have …More

If you rent a vacation home to tenants for more than 14 days a year, it will fall into one …More

If you name a youngster as the beneficiary of your IRA, there

If you

If you itemize deductions on Schedule A of your federal tax return, you can deduct charitable donations. However, gifts that …More

Donating appreciated securities directly to charity probably will work fine if you

During the holiday season, you probably will make charitable donations. Generally, you

If you have invested in a business that failed in 2004, you can take a capital loss this year. To …More

When you do your year-end tax planning, you might discover you have a large realized loss so far, for 2004. …More

If you sell securities at a loss, as part of your year-end tax planning, be careful how you reinvest. If …More

As 2004 comes to an end, some savvy tax planning now can pay off next year, when you file your …More

Term life insurance premiums, which had fallen to all-time lows, are increasing. Lower rates had resulted from longer life expectancies: …More

When donating goods to charity, you can assign your own valuations for small gifts without having to show receipts. Larger …More

Computer Networks, Inc. Is pleased to announce that FEDweek Readers can now get UNLIMITED Internet access for only $10.90 per …More

When you

Although no one wants to think about funeral arrangements, ignoring the issue can lead to over-spending. According to the Federal …More

If the high price of gasoline has you thinking about cutting costs, hold onto your current auto. The least expensive …More

Brokers may approach investors with the idea of quick money, which can be very dangerous. You might hear that a …More

The U.S. District Court found the U.S. Marshals Service (USMS) to be a joint employer along with a private contractor, …More

Many people decide to leave money in trust, rather than make outright bequests. If children are still young, at the …More

Deferred annuities, fixed and variable, get their name because they offer tax deferral but they have some negative tax aspects, …More