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I received an email recently from a frustrated investor. He had been investing in a Roth IRA for several years.
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The Supreme Court of Arizona decided that a departed individual could designate more than 50 percent of an individual retirement account held as a community property asset to a third party.
Dear Mr. Berko: I teach at a public school and made $39,000 last year. My wife is a waitress and makes about $25,000 a year.
"Finally, thanks to changes passed into the law in 2013, same-sex couples that get married and take the appropriate pro-active steps can enjoy the same favorable financial benefits that well-informed opposite-sex married people currently enjoy-but only if they get married and take the appropriate steps," says Lange.
Gov. Robert Bentley's tax returns show he's still not receiving any income from being governor, but he and his wife reported an adjusted gross income of $372,687 for 2013.
With pensions a rarity these days, even for government workers, you need to do whatever you can to maximize contributions to a 401 , or similar, tax-deferred retirement plan.
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The looming deadline does matter, as today is the last day to contribute for 2013.
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance.
Whether you've filed for an extension on your taxes this year, or have waited until the last minute to complete paperwork, or want a better strategy for the future, chances are you could be doing a better job throughout the year to save on income taxes, says seasoned investment advisor Paul Taylor, a member of the National Ethics Bureau.
QUESTION: I am 27 and have a bit of money saved that I haven't touched for years.
The filing of an annual tax return can be a real eye opener. With April being Financial Literacy Month, in addition to prime tax season, now is a good time to look at ways to save on next year's taxes.
The clock was ticking down to tax day when I realized that I made a huge mistake .
Years ago, Fram automotive products developed an extremely effective marketing campaign for its oil filters.
Marc Bautis, wealth manager for real estate professionals, believes that one of the best ways for his busy clients to secure their financial future is to invest in something they know - real estate.
Reducing the size of a large taxable estate with a Roth conversion could help preserve more of that estate for your heirs /PRNewswire/ - According to the experts at Atlantic Trust, the U.S. private wealth management division of CIBC , owners of traditional individual retirement accounts can add value to their estates while maximizing their ... (more)
As you probably know, your income taxes are due on April 15. However, this is not really the final date to file your 2013 return.