Get The Ticker Tape delivered right to your inbox.

X
Money & Culture

Tax Myth Buster: Do Corrected 1099s Mean Broker Mistakes?

True or false? A corrected 1099 form must mean your broker made a mistake. False. Although your broker is fallible, you more than likely received a corrected form because of an income reallocation. It happens more frequently than you might guess. Let’s explain. When you receive a distribution...

March 24, 2017

To File or Not to File a Tax Extension: That Is the Question

Is this the year you should file an extension? This is a question that annually repeats itself. And for each individual, the answer will be ...

March 17, 2017

Want to Trade U.S. Securities as a Non-U.S. Taxpayer?

It is human nature to organize things (unless you’re a teenager, where disorganization is often king). Likely, you have a special sock drawer dedicated ...

March 17, 2017

Baby Boomers Helping Their Millennial Adult Children Raise Kids

For 26 million millennials, parenthood has been added to their lineup of accomplishments. According to the most recent figures from the U.S. ...

March 10, 2017

Daylight Savings: Now May Be the Time to Install Solar Panels

Been thinking about installing a solar energy system, but haven’t gotten around to it? The time to act might be now, while federal tax incentives remain. Solar energy ...

March 3, 2017

Five Things to Know Before Starting Your 2016 Taxes

Filing taxes is never fun and it’s sometimes not easy, so you can be forgiven if you’ve put it off. Before you begin this annual task, there are few things to keep in mind ...

February 24, 2017

Job-Hopping? Don’t Skip These Retirement Ideas

Trends come and go, but one trend that seems to be continuing is job-hopping. It wasn’t too long ago that the American Dream involved getting on with a company ...

February 17, 2017

New to Filing Income Taxes? Tips for Your First Tax Return

Is this the first year you’re filing an income tax return? Welcome to adulthood! While we all know that “adulting” can be challenging, filing income taxes ...

February 13, 2017

April 15 Tax Return Postmark Deadline? Not This Year

Some things seem like they were just meant to go together: peanut butter and jelly, ham and cheese, peas and carrots. Oil and water—we all know they ...

February 10, 2017

Retiring? Keep an Eye on These Five Tax Implications

Retiring means many life changes—not having to worry about the daily grind, pursuing passions, spending more time with friends and family. One retirement change ...

February 3, 2017

Planning on Paying for College? Know the Options for How to Save

We’ve all heard the stories of young adults drowning in student loan debt. There are certainly benefits for students who have some “skin in the game,” but much ...

January 27, 2017

Tax Time: Are You Covered? Cost Basis Reporting

Brokers are now four years into required cost basis reporting—rule changes that forever altered the days ...

January 20, 2017

Gift Giving Guide: The Gift Rule Simplified

Looking for a unique gift idea for a loved one that will long outlast the shiny new bike for Christmas, live well beyond the high-end blender given for a...

January 20, 2017

In or Nearing Retirement? Steer Your Tax Strategy Forward

Dealing with taxes while working is one thing, but dealing with taxes while heading toward retirement is something completely different. Although the road to ...

January 18, 2017

Lost in Tax Form 1099? Let Us Guide You Through

In a Chapman University survey of top fears, Americans included public speaking, heights, flights, snakes, ghosts, clowns…and zombies. Tax forms didn’t make the top ...

January 13, 2017

It’s Tax Time Again! Six Tips to Max Tax Savings

If you’ve been filing taxes for several years now, you know the routine. Gather W-2s, 1099s, and other income documents for the revenue agents. And if ...

January 13, 2017

Understanding Options Tax Reporting Info on Your 1099-B

This article is intended for option traders. Please excuse the option jargon! But even the savviest option traders...

January 10, 2017

Get Your Budget Started: How to Manage Your Expenses While Saving for Your Goals

A budget is more than just watching what you spend. It’s about getting the most out of your money and ...