The “Money Talks” hosts discuss listeners’ questions regarding using only one fund and ETF for diversification; why investors should hold PepsiCo, and Obama’s proposed tax increase on dividends.
Creating a separate entity, such as a partnership, to hold your real estate provides both insurance and tax advantages. Read more in this Business Tip.
Before you withdraw from your cash value life insurance policy, be aware of your basis and any surrender charges. Learn more in this week’s Insurance Tip.
You have a home office, but can you deduct it on your taxes? Before you do, make sure you pass two tests from the IRS. Find out in this week’s Tax Tip.
You should understand what you are buying when choosing between a growth or value stock for your portfolio. Find out more in this week’s Financial Tip.
While jobs growth has been flat for the past eight months, we are seeing signs of improvement, and the markets are responding in kind.
Tax expert Emily Cowan, C.P.A. joins “Money Talks” to warn listeners about increased IRS audits and shares how to respond to an inquiry letter.
Dr. Gene and Bil Lako, CFP® answer listeners’ questions on the use of bond funds and paying down your mortgage early.
The basis accounting method you use can help manage your tax liability on your investments. Read our article on MDJonline.com.
The fastest way to get your tax refund is also the safest way: e-file and direct deposit. Learn more on the IRS website.