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Academic Journal

Figuring Taxes on Social Security Benefits.

  • Source: AAII Journal. May2010, Vol. 32 Issue 5, p12-29. 4p. 1 Color Photograph, 3 Charts.

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Academic Journal

Personal Investments 2007.

  • Source: AAII Journal. 2007 Tax Planning Guide, p12-19. 8p.

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Academic Journal

Personal Tax Planning 2007.

  • Source: AAII Journal. 2007 Tax Planning Guide, p3-11. 9p. 2 Charts.

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Academic Journal

Tax-Efficient Investing: Picking the Right Pocket for Your Assets.

  • Source: AAII Journal. Nov2005, Vol. 27 Issue 10, p20-24. 5p. 1 Color Photograph, 2 Charts.

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Academic Journal

The Alternative Minimum Tax: Coming to a Tax Return Near You.

  • Source: AAII Journal. Apr2005, Vol. 27 Issue 3, p12-17. 6p. 1 Color Photograph, 2 Charts.

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Academic Journal

New Rules for Converting to a Roth IRA.

  • Source: AAII Journal. Jan2010, Vol. 32 Issue 1, p12-15. 4p. 1 Color Photograph, 1 Chart.

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Academic Journal

Personal Tax Planning 2006.

  • Source: AAII Journal. Nov/2006 Special issue, p3-11. 9p. 2 Charts.

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Academic Journal

GAINS & LOSSES.

  • Source: AAII Journal. 2005 Supplement, Vol. 27, p13-16. 4p.

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Academic Journal

YEAR-END TAX PLANNING.

  • Source: AAII Journal. 2005 Supplement, Vol. 27, p7-11. 5p. 1 Chart.

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Academic Journal

The Great Tax Fight: Managing Stocks in Taxable Accounts.

  • Source: AAII Journal. Jul2005, Vol. 27 Issue 6, p5-10. 6p. 1 Color Photograph, 4 Charts.

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