The month of January is named after the Roman god Janus, who was imagined as having two faces: one looking toward the past, the other looking toward the future. In…
KenFebruary 28, 2014
Market news, retirement advice & planning tips.
After dropping sharply during the Great Recession, inflation — as measured by changes in the consumer price index (CPI) — has begun to creep upward, averaging a little more than…
KenFebruary 28, 2014
According to a recent survey, only 28% of small-business owners completely understand the concept of “cloud” computing, while 27% admit they don’t understand it well or at all.1–2 For business…
KenFebruary 28, 2014
Capital gains are the profits realized from the sale of capital assets such as stocks, bonds, and property. The capital gains tax is triggered only when an asset is sold,…
KenFebruary 13, 2014
The estate tax is a tax on property that transfers to others upon your death. Estate taxes are assessed on the total value of your estate — your home, stocks,…
KenFebruary 13, 2014
The federal gift tax applies to gifts of property or money while the donor is living. The federal estate tax, on the other hand, applies to property conveyed to others…
KenFebruary 12, 2014
IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government. The limits are periodically adjusted to compensate for inflation and increases in the cost…
KenFebruary 12, 2014
A required minimum distribution (RMD) is the annual amount that must be withdrawn from a traditional IRA or a qualified retirement plan (such as a 401(k), 403(b), and self-employed plans)…
KenFebruary 12, 2014
Americans give freely to support the causes they value, from churches, education, and the arts to medical research. Fortunately, current tax laws encourage and even reward philanthropy. Beyond the basic…
KenFebruary 12, 2014
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