Practice Finance

Maximizing charitable contributions

Several factors will determine whether converting traditional IRA assets to Roth IRA assets is the right decision for you.

Joseph Smith, RRT, EA

Learn whether to pay off medical student debt before investing in retirement plans

One of the most significant deductions available to a taxpayer is for charitable contributions.

Todd D. Bramson, CFP

Learn whether it's possible to make payments on federal loans

Loan payoffs are addressed

Todd D. Bramson, CFP

Determine how much you've damaged your credit with late payments

Deferred loans are addressed

Todd D. Bramson, CFP

Discern whether a bypass trust is wise

Late payments are addressed

How to remove an item from a credit report

Bypass trusts are addressed

Most Americans blame Congress for money woes

Credit report blemish is addressed

2010 tax guide: Strategies to lower your taxes and help you keep more money

About 72 percent of Americans assign some blame to Congress for their own financial woes.

Determine legality of paying teenagers with Roth IRAs

Recent and anticipated tax law changes provide new opportunities to avoid overpaying taxes.

Doctors unhappy with nest eggs, retiring later

Payment for work with Roth IRAs is addressed

Start process of tax planning for 2010 now

The Great Recession is keeping doctors on the job longer, and they're not happy about it.

January 22nd 2010

This year may be active in terms of changes to the tax code.

Learn whether to establish an irrevocable life insurance trust

January 21st 2010

Life insurance trusts are addressed

Understand the ins and outs of universal life insurance

January 21st 2010

How to know whether universal life insurance is necessary is addressed

Tax refunds can be cashed in for U.S. savings bonds

January 21st 2010

Beginning with the 2009 tax return, tax refunds can be used to purchase Series I U.S. savings bonds just by completing the appropriate sections of the tax return.

Q&A: Is capitation the right call?

Q&A: When to accept a capitation offer

Get your questions answered on managed care capitated plans when planning for retirement.

Learn how to supplement your retirement plan

Get your questions answered on whether to accept managed care capitated contracts.

Q&A: Just how much money do you need to retire?

Retirement plan supplementation is addressed

Q&A: How to pay down debt

How to know whether to retire is addressed

Q&A: Protecting your assets

Paying off student loan debt is addressed

Q&A: Protecting against identity theft

Asset protection is addressed

Quality investment help can be a bargain

Identity theft is addressed

How to focus more attention on profits in tight economy

Know what you're looking for when seeking a personal financial adviser.

Q&A: Claiming economic hardship now harder

More practices are streamlining billing and collection programs, as a result of the recession.