Common stock and preferred stock are the two main types of stocks...
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What Is a Bond Ladder?
A bond ladder is a strategy involving the purchase of bonds that...
How Are Annuities Taxed?
One of the most attractive features of an annuity is its...
What Is the Tax History of the United States?
United States tax law is a constantly changing landscape. The latest...
How Can I Upgrade My Insurance — Tax-Free?
Responding to the changing needs of consumers, the life insurance...
How Can I Keep More of My Mutual Fund Profits?
Provisions in the tax code allow you to pay lower capital gains...
Is There Such a Thing as a Tax-Free Investment?
The simple answer to this question is “yes.” There are two main...
What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan?
If you receive a distribution from a qualified retirement plan such...
What Tax-Advantaged Alternatives Are Available?
A strong savings program is essential for any sound financial...