Latest articles by Mary Beth Franklin
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Lock In Your Payroll Tax Cut
taxes If you don’t claim the Making Work Pay Credit on your tax return, you lose it.
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How to Finance a Roth Conversion
retirement Making the switch to a Roth makes sense for some, and there are plenty of ways to pay the tax bill.
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Retire When You Want
retirement Our five-step plan will get you there.
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Retirement iPlan
retirement Use these tips and tools to create your personal retirement plan.
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A Head Start on Your Taxes
taxes Getting organized is the key to filing an accurate tax return.
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Last Chance to Avoid Underpayment Penalty
taxes January 15 is the deadline for 2009 estimated tax payments.
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What You Need to Know About Roth Conversions
retirement Lock in tax-free retirement income with no money down and up to three years to pay.
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Adjust Strategies for Gift Giving in Light of the Revised Kiddie-Tax Rules
Tax Breaks Focus on shifting income to grown children who qualify for tax-free capital gains.
Tax Breaks -
Home-Sale Profit Rules for Widows And Widowers
home A sale by year-end could double the amount of profit that is tax-free.
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The Impact of Zero Inflation
Tax Breaks Welcome to the year of the un-COLA.
Tax Breaks -
Home Buyers Get a Bigger Break
real estate First-time buyers get more time to qualify for a tax credit, and homeowners who trade up can claim a credit, too.
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Benefit from New Tax Credits Now
taxes Don’t wait for next year’s refund. Change your withholding to boost your pay now.
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Tax Moves that Save Big Bucks
Tax Breaks Now's the time to cash in on breaks for 2009.
Tax Breaks -
Tax Breaks for New Cars
Buying & Leasing a Car Put yourself in new wheels and get a sales-tax deduction to boot.
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Increase Your Retirement Income
Making Your Money Last <p>This new money-for-life strategy creates both guaranteed income and growth potential.</p>
Making Your Money Last -
A Bailout for Seniors
retirement President Obama calls for a $250 payment for retirees to offset no cost-of-living adjustment in Social Security benefits in 2010.
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Switching to a Roth Makes Sense Now
retirement Pay Uncle Sam upfront and get tax-free income in retirement.
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Your Retirement Action Plan
retirement A decade-by-decade guide to getting back on track.
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Best Ways to Raid Your Nest Egg
Making Your Money Last When you have to tap your retirement accounts early, the key is to minimize taxes.
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Repair, Rebuild, Retire
retirement The storm has subsided. Now get your savings back on track and maybe prepare to work a few years longer.
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Rate Your 401(k) Plan
retirement See if your company's plan stacks up.
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Your Retirement: Create a Plan B
retirement Working longer and contributing more are the keys to reviving your savings.
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Preserve Your Income
Making Your Money Last Manny, the magnitude of the stock-market crash was a wake-up call for some retirees, particularly those who don't have traditional pensions or other forms of guaranteed income.
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Best Ways to Raid Your Retirement Accounts
retirement When you have to tap your nest egg early, the key is to minimize the tax bite.
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