Retirement Income

Changes  a few years back (now set to expire in 2012) in the US tax code reduced the tax rate on dividends. Mutual fund investors know that their … [Read more...]

As we transition and create our income plan for our golden years, we uncover the painful reality that the road to retirement has its own shares of … [Read more...]

This post explains two tax breaks on stock and mutual fund "qualifying dividends" (explained below) scheduled to end December 31, 2012 Income from … [Read more...]

Because IRS taxes different investments at different rates and for different holding periods, it makes a difference which investments you place in … [Read more...]

For the last 4 decades, mutual funds have been a favorite investment tool of average American investors.  But they offer few tax breaks. During the … [Read more...]