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taxes (Cont.): IRAs and, 171, 305–307 itemized deductions and, 170, 179–182 Keogh plans and, 173, 304–305 life insurance policies and, 175–176 limited liability companies (LLCs), 192–193 losses and, 177–179 mathematical errors in calculation of, 187 money-purchase plans and, 174 municipal bonds and, 111–116, 113, 114, 176–177 preparation of tax forms, you vs. professional, 187–188 profit-sharing plans and, 173–174 qualified plans and, 188 real estate trade-ups and, 185–186 real estate trusts (REITs) and, 130 record keeping for, 186–187 reduction of, vs. evasion, 193–196 Roth IRAs and, 171, 308–309 salary reduction plans and, 298–300 Section 529 educational savings plans and, 159–163 self-employed and, 188–193 SIMPLE plans and, 301–304 simplified employee pension plans (SEPs) and, 172–173, 300–301 Social Security and, 247–248, 258 sole proprietorships and, 190 tax rate table for, 196 tax-advantaged retirement plans and, 29–31, 171–176 tax-exempt investments and, 176–177 thrift and savings plans (employer-sponsored) in, 296–298 trusts and, 194–195

  • U.

    S. government obligation bonds and, 116–118

  • U.

    S. savings bonds and, 118–119

wealth compromised by, 185 withholding and refunds from 184–185 1099–DIV form, 29 term life insurance, 200–202 thrift and savings plans (employer-sponsored) in,

296–298 thrift stores, 43–44

INDEX

timing the market, 133, 134–136, 136 trailing earnings per share, 61 trends in stock market, 2, 3, 58–50, 58, 280 trusts, 194–195, 317, 322–326 TV stock market information, 67–69 12–b–1 fees, mutual funds, 73

U.S. government agency security bonds, 119–120

  • U.

    S. government income mutual funds, 83

  • U.

    S. government obligation bonds, 108, 116–118

  • U.

    S. savings bonds, 108, 118–119

college savings and, 158–159

  • U.

    S. Treasury bills, 108, 116

  • U.

    S. Treasury bond mutual funds, 82–83

  • U.

    S. Treasury bonds, 108, 117

  • U.

    S. Treasury notes, 108, 116

understanding your accounts, 6 Uniform Transfers/Gifts to Minors Account

(UTMA/UTGA), 155–156, 156 universal life insurance, 208–210 unmarried persons, estate planning for, 331–333

valuation of mutual funds, 88–89 value stocks, 55 valuing common stock, 60–64 variable annuities (See also annuities), 31, 98–99 variable life insurance, 210–212

waiver of premium option in disability

insurance, 227 Wall Street Journal, 67, 91, 122 wealth vs. income, 41–42 whole life insurance, 203–207 wills, 317, 319–322 Wilshire 5000, 86 withholding rates, taxes and, 184–185 World Bank, 120 Worthitalic, 91

Yahoo, 2 Yahoo Financial, 67, 91 yields, for stocks, 63–64

zero-coupon bonds, 108, 120–121

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