Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.
The Social Security Administration's Doug Nguyen and Andrew Salata clarify misconceived Medicare rules, including premiums, enrollment dates, differences from Social Security, and more.
Families of future and current college students should be mindful of the effects of sequestration, a university's 'Scorecard,' their own savings projections, and their future debt loads.
Morningstar's Christine Benz addresses who sequestration will and won't affect, changing prices for long-term care, and a timely mortgage-paydown strategy.
Investors may switch methods used to calculate capital gains, with one big exception.
Use tax time to review your investment-related taxes , deductions, and contributions.
Investors with IRA and 401(k) accounts still may end up paying foreign income taxes .
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