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Seven Ways To Slow The 'Tax Drag' On Investments
It's not how much you earn that counts; it's how much you keep. Yet for many investors, a combination of taxes can siphon off close to half of their investment earnings. Some of what you earn from your investments may be taxed at ordinary income rates up to 39.6% on the federal level, plus you could be hit with a 3.8% tax on "net investment income" (NII) as well as state and local income taxes.more >

Roth IRA Conversions: The Time May Be Right
Perhaps you've thought about converting part of your traditional IRAs to a Roth IRA in the past, but you didn't pull the trigger. For instance, you might not have had the money available to pay the tax on a conversion without diluting your retirement assets. Or you may not have wanted pay that tax in a year in which you were in a high tax bracket.more >

5 Steps To Realize An Early Retirement Dream
Have you dreamed about getting out of the rat race and retiring early? You could live a simpler life, pursue personal passions such as travel or recreation, and reduce your stress level. But you might think an early retirement is just for multimillionaires and out of your reach.more >


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