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THE GOOD, THE BAD AND THE ALTERNATIVE MINIMUM TAX

When Washington struck its tax deal early this month, most of the headlines focused on income-tax rates. But the new law includes several important changes, and one of the most notable has to do with the Alternative Minimum Tax (AMT). The AMT is designed to prevent...

BE SMART ABOUT HOLIDAY SEASON GIVING

It’s the time of year when our thoughts turn to giving. Often though, it’s our gut that does the giving, and that may not be such a good thing. While there are lots of great causes to contribute to, they don’t all define and accomplish their goals...

PLAN YOUR RETIREMENT—DON’T JUST HOPE

WRITTEN BY GREG BOOTS. COUNTLESS AMERICANS ARE IN DENIAL ABOUT RETIREMENT. Consider that 60% of workers have less than $25,000 in investments and savings, according to a March report from the Employee Benefit Research Institute. That’s barely enough for an...

DON’T CHASE THE HOT DOT

WRITTEN BY GREG BOOTS The S&P 500 index is having a fabulous year. Through the end of September, the index, which tracks top American stocks, had risen 16.4%–making it the top-performing asset class. It’s the kind of performance that can make you want...

PREPARING FOR “TAXMAGEDDON”

WRITTEN BY GREG BOOTS. As the end of the year approaches, investors are keeping a close watch on Washington, D.C. The reason: The tax cuts enacted under president Bush are scheduled to expire unless lawmakers intervene. If the cuts take place as scheduled, investors...