Retirement & Financial Planning Report

The annual gift tax exclusion is now $11,000 per year per recipient. Technically, any gifts below that limit don’t require …More

If stocks have you depressed and episodes of Antiques Roadshow have you intrigued, you might want to save for retirement …More

If you’re looking for extra income, you may be tempted by “work at home” promises. Before you proceed, learn to …More

Entertainment expenses are 50 percent deductible if they have a business purpose. That is, as long as you have a …More

Tax-deferred real estate exchanges usually work on a sell- first, then buy sequence. But what if you find a prime …More

With the stock market down and the economy uncertain, you might not want to make gifts to your children or …More

In these trying times, you may seek the aid of a financial advisor. Before making a commitment, find out how …More

The lower stocks sag, the less painful a Roth IRA conversion can be. Thus, this may be an excellent time …More

If you’re attracted by the long-term prospects of the stock market but leery of investing during the current bear market, …More

If you’re considering buying investment property you should always “kick the tires” first. First, walk through the building to assess …More

A classic fraud has become the Internet’s most prevalent investment scam. First, the price of a thinly-priced stock is pumped …More

According to study by the Automotive Lease guide, these luxury cars lose the least value in their first three years: …More

If your child or grandchild has money in a custodial account, he or she probably can get that money upon …More

Several major companies have filed for bankruptcy recently, sending their stock prices tumbling. Are they worthwhile speculations? Perhaps, but the …More

Stocks may be down but sales of fixed annuities rose 62 percent in the first half of 2002 from the …More

Young life insurance buyers might want to blend some annual renewable term with multi-year, level-premium term. With annual renewable term, …More

With stocks slumping, you may be tempted to turn to bonds instead. Holding some bonds can make sense but don’t …More

If you’re in the market for a primary residence or a vacation house, do some preliminary homework: Be reasonable in …More

Naming a trust as IRA beneficiary can be a problem if you want to extend tax deferral inside your IRA …More

If you’re searching for a trusted financial advisor, keep these pointers in mind: A good advisor finds the facts first. …More

Affluent individuals sometimes invest in hedge funds, which have held up relatively well during the past few years. However, hedge …More

If you invest in tax-exempt municipals, stick to top-quality bonds. Half of all munis carry a triple A rating, largely …More

If your child is going to take a trip, consider buying extra insurance. One parent, for example, neglected to do …More

When you sell investment real estate, you may face a large tax bill. However, a property exchange under 1031 of …More

If you have children under age 17 you can save up to $600 per child per year, thanks to a …More

The Securities and Exchange Commission’s new rules require company executives to personally certify financial statements. The personal liability now attached …More

When you buy life insurance, your choice is between pricey cash value policies and less expensive term insurance. For most …More

Investment-oriented insurance products provide tax advantages that can help finance your retirement. We have posted in our retirement center section …More

In the current climate, you may want to rely upon a professional advisor rather than your own judgment. If so, …More

Variable annuities increasingly offer guaranteed minimum income benefits. Such benefits provide variable annuity investors a guaranteed return if they: Pay …More