Results for Tax Free Investments

It’s tax-free holiday time again—those special few days each year when what you see on the price tag is what you actually pay at the register. So if yo ...

Roth accounts are a taxpayer's dream -- creating a stream of tax-free income when you cash out in retirement. But to make that dream a reality, you have to follow a number of federal tax rules, both when putting money in and when taking money out.

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Anyone can lose a job, for a variety of reasons, at any time. If…

Small businesses owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a small business is like a family. And these are important families in American economic life. After all, small business is vital to the U.S. economy, employing half…

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a small business is like a family. And these are important families in American economic life. After all, small business is vital to the U.S. economy, employing half…

Thursday, October 02, 2014
Think you’re ready to hop off the hamster wheel
It’s getting harder to do. In 2014, just 4 percent of Americans expect to retire before age 55, compared with 15 percent in 1995, a Gallup poll says. Check your preparedness by seeing if you have the following:
A monthly income stream to cover living expenses and taxes.
If your money’s tied up in long-term investments, or in real-estate property in a down market, or in the home you’re living…

Free investment advice articles teaching the next level beyond 401K's and diversification so that you can invest smarter. Discover proven strategies to...

Set Realistic Goals
Project your retirement expenses based on your needs, not rules of thumb. Be honest about how you want to live in retirement and how much it will cost. Then calculate how much you must save to supplement Social Security and other sources of retirement income.
A 401(k) Is One Of The Easiest And Best Ways To Save For Retirement.
Contributing money to a 401(k) gives you an immediate tax deduction, tax-deferred growth on your savings, and — usually — a…

A tax-free savings account (TFSA) is a great tool for hitting your savings goals. Make the most of yours by sidestepping these easy-to-make errors.

This is a smart idea if you have IRA money you won’t be needing for retirement, writes Bill Bischoff.

A business can offer many things as fringe benefits. So it's a good idea to occasionally review the possibilities to see whether you might be missing something that could help you attract and retain the best employees
Two broad categories that are generally deductible by the employer and tax-free to employees are
1. Working-condition fringe benefits. These are expenses that, if employees had paid them, they…

Set Realistic Goals. Project your retirement expenses based on your needs, not rules of thumb. Be honest about how you want to live in retirement and how much it will cost. Then calculate how much you must save to supplement Social Security and other sources of retirement income
A 401(k) Is One Of The Easiest And Best Ways To Save For Retirement. Contributing money to a 401(k) gives you an immediate tax deduction, tax-deferred growth on your savings, and – usually – a…

Your minimum distribution is calculated based on the end-of-year balance of your retirement account and a life expectancy factor published by the IRS. [3] As you age, your life expectancy decreases and your RMD increases. Though the RMD is calculated separately for each IRA, you can take the total amount from a single IRA if you prefer. RMDs from most employer-sponsored retirement accounts and beneficiary accounts…

There are still ways to earn tax-free income. With the tax increases that took effect at the beginning of this year, such opportunities are more valuable than ever. This story is the first of our two-part series on some of the best federal-income-tax-free deals.

Free investment advice can cost you a fortune. Don't trust the media with sound-bite articles and simple investment strategies like buy and hold.

Looking to save as much as possible this tax season? Of course you are. Check out this guide on how to maximize tax deductions for small businesses
Did you know that small businesses employ 56.8 million people or nearly half of the private workforce?
If you own a small business, you know that you’re not just accountable for dealing with Uncle Sam every April. You need to stay diligent about your finances and track your finances and tax information all year long!
Fortunately,…

Thursday, March 24th, 2016
We’re just going to get down to brass tacks here: the IRS wants you to report ALL of your income
That means all of your tips – cash and credit card. Whether you already know this or not, there are some things that the IRS requires of tipped employees and their employers that you may not know.
Cash tips received directly from customers.
Tips from customers who leave a tip through electronic settlement or payment. This includes a credit…

Roth IRAs can be powerful retirement planning tools. They allow you to put money aside today that can grow tax free for the remainder of your lifetime, and there are no required minimum distributions, like there are for traditional IRAs. Of course, nothing worth having in life comes without a cost, and the Roth IRA is no exception. Here's how to grow your Roth IRA account without growing your bill at tax time.

You might have to file a gift tax return, even when your gifts are tax free.

If all of your retirement savings are in a 401(k), you could face a high tax rate when you start withdrawing money. You can manage your post-retirement tax burden with a mix of tax-free, taxable and tax-deferred accounts.