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Article
14
Oct 06

Cultivating the Affluent Cash Cow

Today's awkward situation: Suppose the rich and the affluent were cows. And suppose the rest of us ran the farm. Query: Are we treating the herd right? The answer, according to the most recent IRS statistics, is a resounding yes. Over the last two years, tax collections have enjoyed the largest increase...

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Article
26
Feb 06

Finding hidden positives

TEMPE, Arizona. Edward C. Prescott stands quickly, walks to his blackboard, and writes an equation for growth. The last item in the equation is "plus residual." He underlines it with his chalk. The word "residual" is to economists as dark matter is to astrophysicists--- it's something that's there but...

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Article
19
Jan 06

Yes, You Can Have Too Much of a Good Thing

Q. My wife and I have about $320,000 of investments. About a third of that amount is invested in two royalty investment trusts. One is oil-based, and the other is in natural gas. Even after the recent dunking the energy market has taken, we are still 20 percent above water on these. Obviously, we are...

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Article
17
Jan 06

The Net Unrealized Appreciation Decision, up close

Many people, including some advisors, have little or no knowledge of the "net unrealized appreciation" option for the use of company stock in tax-deferred savings plans. In fact, it's an important decision. Witness this story from reader S.A. in Houston: "You mentioned in your column that under no circumstances...

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Article
15
Nov 05

The Tax Code is Beyond Reform

If anything makes me feel old, it is tax reform. When the president's Advisory Panel on Tax Reform released its much-leaked recommendations two weeks ago, my first reaction was an involuntary gag reflex, the sort of thing that happens when you get too close to dog poop. I know most people feel the same...

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Article
22
Sep 05

Sometimes It Pays To Pay Taxes Now

Recently, D.M. from Richardson Texas asked a question that vexes many fortunate Americans: Were Required Minimum Distributions from IRA plans harmful to the survival of IRA portfolios? The short answer was "No"--- the distribution requirements are always smaller than our life expectancy, regardless of...

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Article
06
Sep 05

Taking Missed Fortune to the Reality Lab

The premise of "Missed Fortune 101", a popular insurance book, is that all of us would be better off with no equity in our homes and no money in traditional IRA's or 401(k) plans. We can do a whole lot better, the book asserts, by putting lots of cash into a life insurance policy so we can take it out...

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Article
05
Jun 05

The Overlooked $2.3 Trillion Deficit

Let me be circumspect: Government accounting is vile garbage. It understates the true federal deficit by a staggering $2.3 trillion, an amount equal to the total market value of the ten largest companies in America--- General Electric, ExxonMobil, Microsoft, Citicorp, Wal-Mart, Johnson & Johnson, Pfizer...

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Article
19
May 05

Should You Pay Taxes Today?

Q. Assuming you take advantage of all of your employer's retirement benefits, are there circumstances under which it would be advisable to take your salary today and invest a post-tax portion in taxable funds rather than place the pre-tax amount in a 401(k)? I am working in a state that has no income...

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Article
17
May 05

The New Tax Reality

A tiny flickering light has emerged from the Social Security debate: The payroll tax is a tax, period. If you are at least 50 years old, it may be something better. If you are younger, it is just a tax. If it is "just a tax"--- money taken from paychecks with little prospect for future benefit--- we...

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