Retirement & Financial Planning Report

Shifting income to your children’s low brackets may bring substantial family tax savings. Kiddie tax: Children under age 14 are …More

Already Tens of thousands of federal employees have already signed up for a comprehensive federal job search engine that allows …More

Keeping the tax code in mind will help you refinance “bad” debt with “good” debt. You might, for example, borrow …More

Already Tens of thousands of federal employees have already signed up for a comprehensive federal job search engine that allows …More

Brokers and financial planners increasingly are offering managed account program, sometimes known as “separate accounts” or “consultant wraps.” In the …More

Consider the following investments for an IRA or another tax-deferred retirement plan: High-yield (junk) bonds. Inside a retirement plan the …More

Did you incur a great deal of interest last year? Some deductible and some nondeductible? While you get your records …More

After you’ve retired, paychecks stop but other sources of income (pension, Social Security) kick in. If there’s a shortfall, though, …More

Do you have a child or grandchild who held down a summer job or a part-time job in 2000? Or, …More

Foreign stocks may offer value now because they performed so poorly last year; emerging markets might stand to gain the …More

Should you buy taxable bonds or tax-exempt municipal bonds? Your tax bracket and the makeup of the bond market will …More

Are you leery of paying full-service brokerage commissions? Wary of having brokers recommend trade after trade in order to pad …More

You can convert a regular IRA to a Roth IRA. When you convert a regular IRA to a Roth IRA, …More

Already Tens of thousands of federal employees have already signed up for a comprehensive federal job search engine that allows …More

The best way to reduce estate taxes (or avoid them altogether) is to give away your assets while you’re alive. …More

If you had self-employment income in 2000 you can still cut your taxes for last year by setting up a …More

Nervous about stock market swings? (Who wouldn’t be these days?) Last year, investors learned the value of holding bonds. While …More

Investing in mutual funds can create tax headaches. When you invest in a fund you’re assuming the fund’s cost basis …More

Under a new tax law, securities bought after 2000 and held for more than five years qualify for an 18% …More

Due to an overwhelming response in last week’s FEDweek issue, Champus Supplements can now offer its group policy to all …More

Have you received more money than you’re entitled to from a federal agency? If so, and you collect Social Security …More

If you’re going to buy certificates of deposit from a broker, do some due diligence before you sign the dotted …More

Will you be short of cash when it comes time to file your 2000 tax return? Your cash crunch may …More

As you prepare your 2000 tax return, are you thinking of contributing to a regular IRA? A Roth IRA may …More

Your children may have to file tax returns this year, from earnings or from investment income. If that’s the case, …More

As you prepare your tax return for 2000, keep in mind that a simplified employee pension (SEP) plan can still …More

What are the advantages of hiring a money manager rather than investing in mutual funds? Control. You can tell your …More

At this time of the year, you may be probably gathering up your canceled checks, credit card bills, brokerage statements, …More

If you own a house that’s fully or nearly debt-free, many banks will loan you money in a lump-sum or …More

The Health Care Financing Administration (HCFA) has expanded Medicare’s Web site, http://www.medicare.gov, to include: Prescription Drug Assistance Program Compare, which …More