Are Annuities Right for You?
Before buying an annuity, investors are wise to consider tax issues.
by Jeff Brown, Research Associate
Nanny Gate and You
If you are the source of most of the income earned by your in-home caregivers, you could well be obliged to handle all the tax and withholding requirements that face any employer.
by Pat Norton, Ph.D., Senior Fellow
An Annuity with Many Benefits
A charitable remainder annuity trust (CRAT) is an annuity that offers a fixed income for your lifetime or a fixed term of years, while allowing you to claim a current income tax deduction and make a gift to a favorite charitable organization.
Modern Portfolio Theory, Part Two: Diversification and the Market Portfolio
This is the second in a ten-part series exploring the implications of modern portfolio theory (MPT) for common investment decisions faced by individuals. This part focuses on two major concepts: diversification and the market portfolio.
by Donald R. Chambers
If you are the source of most of the income earned by your in-home caregivers, you could well be obliged to handle all the tax and withholding requirements that face any employer.
by Pat Norton, Ph.D., Senior Fellow
An Annuity with Many Benefits
A charitable remainder annuity trust (CRAT) is an annuity that offers a fixed income for your lifetime or a fixed term of years, while allowing you to claim a current income tax deduction and make a gift to a favorite charitable organization.
Modern Portfolio Theory, Part Two: Diversification and the Market Portfolio
This is the second in a ten-part series exploring the implications of modern portfolio theory (MPT) for common investment decisions faced by individuals. This part focuses on two major concepts: diversification and the market portfolio.
by Donald R. Chambers
This is the second in a ten-part series exploring the implications of modern portfolio theory (MPT) for common investment decisions faced by individuals. This part focuses on two major concepts: diversification and the market portfolio.
by Donald R. Chambers