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Taxes

How can I reduce taxes with a financial gift to my grandchild? 6/08/97

Is there any way I can avoid paying capital gains taxes on mutual fund distributions? 5/12/97

Do I still get a tax deduction if I contribute more than $2,000 to my IRA? 9/01/97

How can I roll over IRA funds after age 70 1/2 without paying taxes? 9/01/97

How do I calculate the original cost of stock shares I bought as part of an employee stock plan in the 1960s? 8/04/97

If I sell mutual fund shares, how is my tax liability affected by what I did with my capital gains distributions? 6/09/97

How much of my 401(k) savings can I use for a first-time home purchase without penalty? 5/04/98

How risky is it to fail to pay quarterly tax payments when the law requires you to do so? 9/22/97

When filing my taxes, can I claim an out-of-state residence is my primary residence even though I am currently renting it out while looking for a buyer? 2/22/98

What are the advantages and disadvantages of tax-deferred annuities? 5/03/98

I am retired and want to use up my 401(k) money, which has never been taxed. Can I set up $10,000 gifts for young relatives' future education from this money -- without paying tax? 6/16/97

When converting a traditional IRA to a Roth IRA, are taxes due based on income, or the potentially lower capital gains rate? 3/23/98

Is it better to pay off your mortgage if you are able or to keep it for the income tax deduction? 2/15/98

Are there any tax consequences from changing investments within a tax-deferred plan? 11/17/97

How does the IRS define "personal use" of a vacation/investment property? 11/30/97

How big a tax bite will I face if I cash in one of my IRAs before I reach the age of 59 1/2? 5/05/97

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