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.

Last Updated: June 28, 2012 1:16 p.m. ET
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BillBischoff
President Obama's Affordable Care Act, which was deemed constitutional Thursday by the Supreme Court, includes some major tax changes that will take effect next year. Here's a refresher course on how sweeping health-care reform will impact individual taxpayers like you
Medicare Tax
Right now, the Medicare tax on salary and/or self-employment (SE) income is 2.9%…

What to Do If You Lose Your Job
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Anyone can lose a job, for a variety of reasons, at any time. If…

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…

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…

A tax-deferred exchange is a tax planning technique which should be considered by any taxpayer that is relocating or disposing of property. Often referred to as a "tax-free exchange," the tax-deferred exchange allows you to exchange certain business or investment property for other "like-kind" business or investment property and pay no income taxes currently. Your tax liability is deferred until you later dispose of the property…

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.

(KTVI)- The Missouri annual sales tax holiday is August 7th- 9th. The list of tax free items includes clothing, computers and school supplies
The state sales tax will not be charged on the following items during the holiday:
Clothing that does not have a value of more than $100. Eligible clothing includes standard items of apparel worn on or about the body, and includes footwear. It also includes material to make school uniforms or other school clothing. It does not include accessories such…

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…

In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings. There are two other important areas to tend to as part of your due diligence: your investment portfolio’s tax-efficient management and…

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…

Chris Parry gave a talk at the Cambridge House International investing conference in May 2018 called “investing Tips for Young Investors”, and there’s a video of it so that we can all get good advice about investing from Chris Parry! The whole video is here , and you should watch the whole thing yourself so that you understand that Chris Parry actually gave all of these EDGY investment tips
Chris Parry says: Investing is NOT all about RRSPS!
The reason that Millennials don’t…

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.