A Gifting "Gotcha"—Gifting and Qualified Tuition Plans
You may be able to gift cash up to your annual exclusion amount, and you can pay someone’s tuition directly, but watch for the gift tax gotcha when contributing to a 529 Plan!
Social Security: "The Tax"
Who is “FICA” and why does he get so much of my paycheck? Because it funded a program designed to address the problem of economic security for the aged through a contributory system in which the workers themselves contributed to their own future retirement benefit.
Q&A Time: Easy Retirement Plan and HollyFrontier
Hosts discuss retirement planning by simply saving your age plus two zeros.
Q&A Time: Dow Picks and Local Portfolios
The research analysts team up to provide Dow picks, and weigh in on local portfolio holdings.
Q&A Time: New Year’s Resolution Stocks, Baidu, Hubbell and VistaPrint
We discuss stocks that might get a boost from New Year’s resolutions, as well as Baidu, Hubbell and VistaPrint.
Keep Track of Meal & Entertainment Expenses
Meals and entertainment expenses may be tax deductible. The IRS has strict rules on what qualifies. Read more in this Business Tip.
"Boot" and Relief of Owner's Liabilities
Sometimes “boot” is not your western kicks. “Boot” can be property a corporation gives you in addition to its own stock. Learn more in this week’s Business Tip.
Q&A Time: Dividend Reinvestment Plans
The “Money Talks” hosts offer their opinion on a listener’s question about building her portfolio with DRIPs.
Q&A Time: Derivatives and 401(k) Plan Changes
The “Money Talks” hosts tackle listener questions on the use of derivatives and 401(k) blackout periods.
Q&A Time: Europe Contagion, Recession and Income Portfolios
The “Money Talks” hosts address listeners’ questions about Europe’s problems affecting our markets, recession worries and our income portfolios.