Taxes and Investments

The Latest

  • January 24, 2013

    Experienced money managers like to say you shouldn't "let the tax tail wag the investment dog," meaning you shouldn't let concerns about the tax effects of an investment drive your buy and sell decisions.

    That is probably good advice, but...

  • December 28, 2012

    You may be waiting to optimize your retirement portfolio, thinking that you should know what's going on in Washington and Europe before you act.

    However, there are some changes you can set in motion right now that could make a big...

  • December 12, 2012

    Uncle Sam seems to have his hand in every dollar that we make. And investments are no different. However, there are ways that you can avoid giving Uncle Sam too big a share of your profits. Kiplinger publications editorial director Kevin...

  • November 15, 2012

    With everyone talking about the fiscal cliff these days, it’s easy to worry we might all be jumping off of it. Thankfully, experts say there’s no need to unpack your parachutes just yet, but there may be some cause for concern if tax rates...

  • November 1, 2012

    One of the more popular uses for cash value life insurance is to save for your retirement.

    Cash value life insurance refers to a wide variety of insurance policies that provide both a death benefit and the accumulation of cash value over a...

  • October 25, 2012

    Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right...

  • August 17, 2010

    With tax and investment questions running wild, many people never find out what they really qualify for. In turn, they end up missing out on tax credits and tax deductions that can save them a lot of money at tax time. It is important that you...

  • August 17, 2010

    With a struggling economy, countries all over the world have made changes to their tax systems. Some of them help taxpayers and businesses, while others appear to cause more harm than good. When it comes to...

  • August 17, 2010

    When it comes to tax and investment income, most people think about how much money they have earned over the past year. Unfortunately, this is not...