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- A Roth Account Means More Wealth
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- Five-Year Requirement for Designated Roth Accounts
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- Overview of Social Security Retirement Benefits
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- Understanding the Social Security Benefit Calculation
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- Electing a Cost Basis Method
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- Shares Held Six Months or Less
- Capital Gains Reporting
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- Mutual Fund Tax Guide
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- Introduction to Trader Status
- Benefits of Trader Status
- The Disturbing State of the Law
- Definition of “Trader”
- Filing as a Trader
- IRS Guidance on Trader Taxation
- Mark-to-Market Accounting
- Identifying Investment Holdings
- Making the Mark-to-Market Election (part 1)
- Making the Mark-to-Market Election (part 2)
- The Section 481(a) Adjustment
- Guide to Capital Gains and Losses
- How to Handle Stock Options and Other Equity Compensation
- Kids and College
- Taxation of Minors
- UGMA & UTMA Custodial Accounts for Minors
- Custodial Accounts 101
- Advantages of Custodial Accounts
- Problems with Custodial Accounts
- What Expenditures Are Proper?
- Custodial Account Used for Support
- The Minor’s Right to the Money
- UTMA Regret: When Custodial Accounts Turn Sour
- UTMA Regret: Strategies
- UTMA Regret: More Strategies
- UTMA Regret: Still More Strategies
- UTMA Transfer to a 529 Account
- UTMA to 529: Making the Transfer
- UTMA to 529: Quest for Control
- UTMA to 529: Tax Consequences
- 529 Accounts
- Coverdell Education Savings Accounts
- Coverdell Accounts Overview
- How a Coverdell Account Works
- How to Start a Coverdell Account
- Contributions to Coverdell Accounts
- Investments in Coverdell Accounts
- Earnings and Losses in Coverdell Accounts
- Tax-Free Withdrawals from Coverdell Accounts
- Using Coverdell Accounts with Other Tax Breaks
- Taxable Withdrawals and Penalty Rules
- Moving a Coverdell Account
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