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...]
Avoiding Retirement Tax Mistakes
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...]
Tax Breaks on Dividends Ends in 2012
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...]
Income Tax Rates Determine Investments to Put In Your IRA
Because IRS taxes different investments at different rates and for different holding periods, it makes a difference which investments you place in … [Read more...]
Tax Breaks by Using ETFs
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...]
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