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Tax Time Treasure Hunt

Tempted to simplify your taxes by taking the standard deduction? Don’t write off the possibility of itemizing just yet. It could save you heaps of cash. The standard deduction is the amount you can deduct from your income pretty much...

Cope with a Tax Crunch

Tax day may be delayed until April 18th this year, but millions of Americans still won’t file on time, studies show. If you can predict that you’re going to be late (again) this year—if you lack the time or info to do your taxes, or if you don’t...

Don’t Pick the Right Stock

When you’re thinking about what should go into your retirement portfolio, ideally, it’s all too easy to get the order wrong, and focus on the investments first. Which mutual funds should I pick? Which bond funds? Which stocks are the best? In...

Get a Tax Credit for Saving

It sounds crazy, but you could potentially get a chunk off your tax bill just for having contributed to your retirement plan in 2012. Although most people are unaware of the so-called Savers Credit, according to a recent Transamerica survey, it...

Should You Convert?

What's the big mystery around Roth IRA conversions this year? Not only were the income caps lifted this year—a big deal for those with a modified adjusted gross income of more than $100,000—if you convert to a Roth by December 31, 2010, you don't...

Tax-Saving Secrets of the Self-Employed

Nickels, dimes, quarters If you're self-employed, the not-quite quarterly tax payment deadlines can be a pain (Jan. 15, April 15, June 15, Sept. 15, what?). You need a surefire system to keep your tax savings on track—so you don't end up owing...

Tax Refund Allocation Dilemma

Meet TRAD What is TRAD? TRAD is the Tax Refund Allocation Dilemma, and it's a hazard this time of year. Here's one reader's puzzle: Q: I'm getting about $1,200 back for my tax refund. There are three things that I would like to do. What is the...

Target Date Mutual Funds

A recent study found that most investors who have target date mutual funds don't understand how they work. What makes this discovery sort of funny—but not in a good way—is that the point of target date funds (TDFs) is that they were supposed to...

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