Retirement & Financial Planning Report

There are income limits on contributing to a Roth IRA. For example, a single taxpayer with income of $122,000 or …More

When you make a profit on selling your home, you can exclude up to $250,000 of gains from tax. Married …More

After you reach age 70-1/2, you must take required minimum distributions (RMDs) from your IRA. The RMD rules spell out …More

According to Morningstar, tax-exempt municipal bond funds now yield 3.5%, on average, while taxable bond funds pay 3.4%. After-tax, you’d …More

Real estate investors may prefer to buy an established property that’s leased to tenants. In those situations, you can project …More

The U.S. Tax Court recently heard the case of a real estate agent who ran into financial difficulties during the …More

If you discover you made a mistake on your tax return, should you file an amended return on Form 1040X? …More

Although many tax breaks created in the past decade may expire, 529 college savings plans have permanent tax benefits. Investments …More

As the price of gold soars, you can keep up by following the nightly news. Silver prices are not as …More

Economists forecast low inflation in 2011. Thus, interest rates are not likely to rise, which is good new for bondholders. …More

For elderly homeowners, a reverse mortgage might increase the money available for retirement spending. With a reverse mortgage, you get …More

When you create an IRA you’ll either use the beneficiary form that’s provided or create a customized form. That’s only …More

Taking a loss on stocks or bonds or funds will provide tax benefits. However, you can’t buy back the same …More

The federal estate tax, repealed for deaths in 2010, is coming back in 2011. Under current law, the federal estate …More

With property values down in many areas, it may pay to appeal your property tax assessment. To succeed, you need …More

After a vicious bear market, stocks have started to recover. Certainly, stocks are more attractive now, with the S&P 500 …More

For couples who have just married, perhaps the first order of business–and one of the most important–is deciding who will …More

When you buy stocks, you should set a "stop-loss" point. If you by a stock for $80 a share, for …More

A power of attorney can be a vital part of your financial plan. If you are ill or injured and …More

If you invest in a 529 college savings plan, investment income inside the plan won’t be taxed. Withdrawals are tax-free, …More