The following is an excerpt from 10 Investments You Should Hold in an IRA Whether you want him to be or not, Uncle Sam is one of your most important partners in your retirement planning. The taxes you pay have a major impact on your effective returns … and in some cases might make the...Read More

We’re down to the last few weeks before April 15, the day more commonly known as “tax day,” among a few other colorful descriptions that are best not printed. If you haven’t filed your tax return yet, chances are good that you’re not expecting a big refund. But it’s not too late to do a...Read More

We’ve all seen the numbers. High-income earners are subject to higher marginal rates these days: 39.6% on incomes over $400,000 for single taxpayers and $450,000 on couples filing jointly on their 2013 returns. Additionally, single taxpayers with incomes over $200,000 and married couples with incomes over $250,000 are now subject to a 3.8% “surtax” on...Read More