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This page contains a single entry by Associate Editor published on March 16, 2011 9:09 PM.

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Morningstar: Stay a Step Ahead of the Tax Collector

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Morningstar published an article by Christine Benz titled "Stay a Step Ahead of the Tax Collector."  In the article Ms. Benz discusses current tax law changes and how those changes can minimize the effect on the bottom line.  Ms. Benz analyzes and provides relevant links to the following topics:

  • Social Security Payroll Tax Holiday
  • Alternative Minimum Tax
  • Dividend Tax
  • Long-Term Capital Gains Tax
  • Estate Tax
  • Gift Tax
  • 401(k) Contribution Limits
  • IRA Contribution Limits
  • IRA Conversions
  • 401(k) Conversions

Click here to read the entire article.

Posted by Mariya V. Link, Associate Editor, Wealth Strategies Journal  

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