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Tax & Wealth Advisor Newsletter for November 2017

Here are your Articles for November 14, 2017.
  Timely Opportunities
Handle with care: Mutual funds and taxes
Many people overlook tax considerations when planning their mutual fund investments. This article offers some tax-savvy tips, including avoiding year-end investments and watching out for reinvested distributions. A sidebar explains why tax-inefficient funds should be directed to nontaxable accounts.


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  TWA article 2
Bad debts aren't always bad news
No business owner goes out of his or her way to acquire a bad debt. But they're not always bad news. This article discusses how a company may be able to write off the uncollectible amount for tax purposes.


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  TWA article 3
Pondering the purchase of a life insurance policy
What, if any, role life insurance should play in one's financial plan depends on a variety of factors. This article examines some of those factors, including whether a person has dependents and his or her net worth.


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  TWA article 4
Are frequent flyer miles ever taxable?
Many people who accumulate frequent flyer miles assume that these valuable rewards aren't taxable. This brief article explores the validity of this assumption.


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