Common IRA Contribution and Distribution Mistakes

  • July 15, 2013

written by Jennifer Cochran This article will be split into two posts. To read our introduction to this Retirement Series, click...

FAQ: When is a Gift Tax Return Required to be Filed?

  • May 6, 2013

written by Brenda Logsdon Gift tax returns may need to be filed even if there will not be any gift tax...

2013 Tax Impact on Three Income Levels

  • May 2, 2013

written by Kevin Hogan The American Taxpayer Relief Act of 2012, along with the Health Care legislation tax changes effective for...

FAQ: Should I Borrow from my 401(k)?

  • April 22, 2013

If your credit card balance becomes too high or you need a large down payment for a home, the money in...

How to Compute Capital Gains

  • March 25, 2013

Starting January 1, 2013, the capital gains rates, as amended by the American Taxpayer Relief Act of 2012, are as follows...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • October 31, 2012

written by Brenda Logsdon Now is the time to review charitable giving to ensure it is accomplished in the most tax-efficient...

Reduce Your Tax Liability with Estate and Gift Tax Planning

  • December 22, 2011

written by Brenda Logsdon In addition to discussing different estate planning techniques, this article includes information about making gifts to children...

Do You Need an Estate Plan?

  • May 9, 2011

Anyone who owns property – a home, a car, investments, business interests, a retirement plan, personal belongings, etc. – needs an...

401(k) Plan Sponsor Newsletter-Third Quarter 2009

  • November 19, 2009

Here is the Oppenheimer & Co. Third Quarter 2009 Plan Sponsor Newsletter. The topics include: