The following is a reprint from the IRS Tax Tip Newsletter that was sent out today. You might find it useful if you are trying to understand the different tax credits that are available for higher education expenses – the American Opportunity Credit and the Lifetime Learning Credit.
The bill to extend the Bush tax cuts was passed by Congress and should be signed by President Obama later today. The Tax Relief Unemployment Insurance Reauthorization and Job Creation Act of 2010 extends many previous provisions and also adds … Read More
Numerous tax provisions enacted in 2001 and 2003– often referred to as the “Bush tax cuts”– are set to expire at the end of 2010. There has been talk in D.C. to extend some of these expiring tax provisions with … Read More
I was recently interviewed by Melissa Ezarik for her article on the PerkStreet.com blog: A Pre-Natal Workout: Saving for Baby Without Breaking a Sweat This was part of a week-long series of articles they ran on managing finances during major … Read More
I was recently quoted in the April 2010 edition of the Motley Fool Rule Your Retirement newsletter. The article, by Robert Brokamp, was a Q&A under the Expert Corner, where he asked a group of financial planners what were some … Read More
I was recently quoted for an article on The Motley Fool’s website about whether one should be concerned that their bond funds will suffer if interest rates rise. You can read the article here: Will Rising Rates Sink Your Portfolio? … Read More