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Many people seem unaware how useful IRAs can be as savings vehicles Make no mistake about it: The IRA is America’s savings vehicle of choice. In 2007, assets in such accounts totaled $4.75 [...]

Advice to a woman between a rock and a hard place.

SAN FRANCISCO (MarketWatch) — When economic times get tough, finding dollars to donate can get tougher, but there are ways to make your charitable dollar stretch farther. Certainly, plenty [...]

The recent bear market has not affected all investors equally. Clients who are still working could potentially have years to buy stocks at fire-sale prices. Older retired clients have Social [...]

When stocks slide, taking capital losses can be a savvy move. You’ll cut your taxes now and in the future. However, tax losses help you only if you take them in taxable accounts. If you take [...]

Barry Picker has a clear idea about what workflow products are supposed to accomplish in his firm’s tax office. “The goal is to do as little possible with the keyboard when you are [...]

With many retirement accounts in the tank this year, presidential candidates and other lawmakers have called for all sorts of measures aimed at helping people pick up the pieces of their broken [...]

IF your retirement assets took a beating in the recent stock market decline, converting a traditional I.R.A. to a Roth I.R.A. may be one of the best tax strategies this year. When you do the [...]

UNCERTAINTY about future tax rates is complicating estate planning at a time when the economic downturn offers significant opportunities. Most methods of saving estate taxes reduce a person’s net [...]