Faculty-Advisor E-Newsletter Archives

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• Tax Loss Harvesting (Dec 2003)
• 2003 Year-End Tax Planning Strategies (Dec 2003)
• Jim Lange's Free Tax Card (Jun 2003)
• Long Term Care Options (Feb 2003)
• 2002-2003 Tax Reference Card (Jan 2003)
• 2002 Year-End Tax Saving Strategies (Nov 2002)
• Time is Running Out to Recharacterize Your 2001 Roth IRA Conversion (Oct 2002)
• Roth IRA Conversions - An Aggressive Strategy (Aug 2002)
• Exceptional Opportunity for Tax-Free Growth (Jul 2002)
• Paying for College (Qualified Tuition Program) (May 2002)
• Finalized IRS Regulations: Impact on IRA Owners and Beneficiaries (Apr 2002)
• 2002 Tax Saving Strategies (Feb 2002)
• Year 2002 Action Points for Employees (Jan 2002)
• Year-End Tax Saving Strategies - Its Not Too Late (Dec 2001)
• Can You Afford Not to Refinance at These Rates? (Ed 24)
• SIMPLE IRA Deadline October1, 2001 (Ed 23)
• Tax Relief - What Should You Do Now? (Ed 22)
• MRDefenses - Widely Acclaimed Estate Planning Article for IRA Owners (Ed 21)
• Roth IRA Conversions - An Aggressive Strategy (Mar 2001)
• Naming IRA Beneficiaries - The Ideal Solution (Ed 19)
• Sweeping Changes for IRAs and Retirement Plans (Ed 18)
• Family Limited Partnerships (Ed 15)
• The Value of a Roth in an Estate (Ed 14)
• Understanding the Step-Up in Basis Rule (Ed 13)
• Saving for College with a Qualified State Tuition Program (QSTP) (Ed 12)
• Retirement and Estate Planning Case Study (Ed 11)
• Options for Making Gifts to Minor Beneficiaries (Ed 9)
• Salaries in Academia (Ed 8)
• Planned Gifting to Children and Grandchildren (Ed 6)
• Top Ten Roth IRA Myths (Ed 4)