How To Handle Sudden Wealth

September 8, 2015

Sudden wealth seems like the exact opposite of a problem. But for many, an abrupt change for the better in their financial lives can create a host of unexpected pitfalls.

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Working With Working Interests

August 17, 2015

With oil prices recently falling to post-recession lows, not many investors are looking for the best way to get into the energy sector, yet there are some interesting possibilities for those who want to go against the herd.

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Talking About Money: The Family Meeting

July 7, 2015

If you hate talking about your finances, you are not alone. When family relationships are added to the mix, it is hardly surprising that many people are quick to push discussions about financial topics to the bottom of their to-do lists. But a family meeting can provide family members a forum in which to start these difficult conversations.

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How To Value A Professional Practice

June 4, 2015

If you have seen the television show “Shark Tank,” you have probably heard this question: “How do people actually value a professional business?” Many factors go into a valuation, and “Mr. Wonderful” does not always have the right answer.

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Fixed-Income Strategies In A Rising-Rate Era

June 4, 2015

It’s as true in investment planning as it is in physics: What goes up must come down. For fixed-income investors, though, the more pressing fact is that what has gone down must come up. Interest rates have reached record lows in recent years, and the largest share of the credit goes to the Federal Reserve. Under U.S. monetary policy, the Fed controls the federal funds rate, an important benchmark in […]

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Retirement Plan Options For The Self-Employed

June 4, 2015

Self-employed individuals have to juggle the many responsibilities that come with being their own bosses. Planning for retirement can get lost in the shuffle. Americans have a hard time saving, even when most have ready access to retirement plans at work. In 2013, the National Institute on Retirement Security released a report titled “The Retirement Savings Crisis,” which estimated that about 45 percent of U.S. households had no assets in […]

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Duly Noted

June 4, 2015

Flight Attendant’s Argument Doesn’t Fly. A Hong Kong-based flight attendant cannot claim favorable foreign-source tax treatment for income she earns while flying over international waters or U.S. airspace, a federal appeals court ruled. The Internal Revenue Service assessed $3,428 of tax, plus an additional 20 percent “accuracy-related” penalty, against Yen-Ling Rogers and her husband, William Rogers, for 2007. The couple claimed that all of Yen-Ling’s income from United Airlines was […]

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A New Tool To Address Special Needs

April 6, 2015

In Washington’s current hyper-partisan climate, a law with strong bipartisan support is worthy of notice. Yet one such law, which had the further distinction of creating a new financial planning option for individuals with disabilities and their families, may have flown under your radar as 2014 wound to a close.

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How To Benefit From Tax Diversification

April 6, 2015

Tax diversification is integral to a well-structured retirement plan. By holding assets in accounts with different tax treatments, such as traditional IRAs, Roth accounts and taxable investments, you can balance current and future tax benefits and gain flexibility to deal with unexpected circumstances. The Three Types Of Investment Accounts Many investors look down on taxable investment accounts because of the taxes they must pay each year on interest and dividends, […]

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When And How To Make An 83(b) Election

April 6, 2015

Many people associate taxes with only one date: April 15. In reality, though, tax planning should be a year-round part of your financial life. For instance, tax planning can and should be incorporated into investment decisions, charitable giving and business planning. And in some cases, taxpayers face decisions far before April that can create big impacts when they eventually file their returns. For instance, those receiving property such as stock […]

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