Taxing Social Security benefits? Yes, it happens.

Every March I try to focus a lot of attention on tax issues because they can have a profound impact on your finances. Moreover, our nation’s tax code is so convoluted that people often find themselves in tough spots after…

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The truth about the payroll tax cut …

I can’t believe how much airplay the expiration of the payroll tax cut is getting, and how utterly wrong the mainstream media’s focus is on the whole matter.

Newspapers and big websites are having a field day talking about how

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Prepare for Social Security Warfare in 2013 …

By Nilus Mattive (MoneyandMarkets | Original Link)

Happy 2013!

In one respect, it already IS a great new year since — as I predicted — our dividend tax rates will remain much lower than all the doom-and-gloomers expected.

At the

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Should you worry about higher dividend taxes?

By Nilus Mattive (Money and Markets | Original Link)

With election season behind us — and little meaningful change in Washington — investors are now turning their attention back to the looming fiscal cliff.

I can see why!

It’s not …

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More on the history of Social Security

By Nilus Mattive (Money and Markets | Original Link)

Last week’s article on Social Security generated a lot of comments and questions. For example, one reader said that President Obama was correct in his statement that the program just needed …

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Another income strategy using options …

By Nilus Mattive (Money and Markets | Original Link)

In the past I’ve told you about covered call writing — a conservative strategy using options that can generate substantial income. And today, I want to discuss what might be considered …

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Using Bonds and Coverdells for College

By Nilus Mattive (Money and Markets | Original Link)

In last week’s column, I discussed the basics of 529 plans and explained why they can be a powerful way to save for a loved one’s college education. But I also …

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Another Way Washington Just Robbed Retirees …

Whenever Washington is given an opportunity to stand up for savers and retirees, they almost always do the opposite.

Just look at interest rates — they’re keeping them so low that it’s nearly impossible to earn a reasonable return from …

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Why emerging markets are more important than ever …

By Niluus Mattive (Money and Markets | Original Link)

Last week Procter & Gamble lowered its outlook for the fourth-quarter, and the company mostly pinned the reduced expectations on two things: Slow growth in developed markets and unfavorable foreign exchange …

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The most popular retirement question I get asked …

By Nillus Mattive (Money and Markets | Original Link)

I often write about more advanced approaches to investing and retirement issues — but the most frequent question I hear is a much simpler one. In fact, a relative just e-mailed …

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