Retirement & Financial Planning Report

www.fedweek.com/nitp/default.asp Over The Next 30 Years, the Baby-Boomers (YOU) Will Transfer to Your Heirs Over Thirty-Five Trillion Dollars! As you …More

When leaving a job one of the most important (and overlooked) issues is what to do with the money in …More

Most funds with

If your estate plan includes a charitable gift, make the bequest from your IRA. With this strategy, the deferred income …More

Socially responsible investing (SRI) may be called opinionated investing: some individuals wish to invest in companies that share their views …More

Which shelters should be first to get the dollars you have available for savings and investment, assuming you have children …More

The first half of 2004 was neither good nor bad for most investors, according to mutual fund research firm Morningstar …More

www.fedweek.com/nitp/default.asp Over The Next 30 Years, the Baby-Boomers (YOU) Will Transfer to Your Heirs Over Thirty-Five Trillion Dollars! As you …More

If you or your spouse runs a business with employees, you may bear

Trusts can be extremely useful but you should not create one when it’s not necessary. Depending on your circumstances, you …More

When you buy or sell stocks, you can choose between two types of orders: Market orders obligate you to buy …More

Most homeowners rely upon referrals from family and friends when they’re looking for contractors. However, personal referrals have their disadvantages. …More

When evaluating a 529 plan, scrutinize its investment options. In some cases, a state’s plan may offer low costs and …More

If you want to participate in the growth of India and China, there is a spectrum of mutual funds from …More

Landlords should know how to get rid of undesirable tenants: Serve written notices of any lease violations. A pile of …More

If you have been saving money for a youngster

When selling your home, hire a professional inspector before putting it on the market for sale. Get a recommendation from …More

Internet brokerages give individual investors 24-hour access to the foreign exchange market, a market that previously was reserved for banks, …More

If you have money in a traditional IRA and you

Setting up a sideline business can be a prime tax saver. While employees are taxed on gross compensation, self-employed people …More

Identifying your job related skills and highlighting them in your resume or in an interview is necessary to be considered …More

Distributions from publicly traded master limited partnerships (MLPs) are entitled to favorable tax treatment. What

A savvy asset allocation for college funding might include: Bonds: Buy bond funds inside a 529 college savings plan, where …More

Government-sponsored enterprises (GSEs) such as the Federal National Mortgage Association (Fannie Mae) and the Federal Home Loan Mortgage Corporation (Freddie …More

Money you withdraw from an IRA may be taxed at a lower rate today than will be the case tomorrow. …More

Miscellaneous deductions such as employee business expenses and education costs incurred to improve your job skills are deductible only in …More

Owning rental property and acting as a landlord will be time-consuming but it needn

Distributions from publicly traded master limited partnerships (MLPs) are entitled to favorable tax treatment. What

A savvy asset allocation for college funding might include: Bonds: Buy bond funds inside a 529 college savings plan, where …More

Money you withdraw from an IRA may be taxed at a lower rate today than will be the case tomorrow. …More