Tax and mortgage money tips from Bruce on taxes and loans
Readers ask about tax efficient investing and loan choices. Bruce explains tax free municipals offer limited gains, equities grow tax deferred until sale or death, and consult a CPA. He compares cash vs financing for a car, discusses home equity loan deductibility, and advises on refinancing costs and when no fee loans are worth it for long stays.
MENTIONED IN THIS ARTICLE
Bruce
K.T
Lexington
CPA
M.L Lubbock
Texas
M.L
GMAC
Ford Motor Credit
Bear Bruce
J.W
Shelton
Ned
Roth conversions taxed on the mind
The piece explains Roth IRA rules from 1997 and 1999, noting that investors used to reconvert to avoid higher taxes by timing conversions during market dips. New rules ban reversing and reconverting within the same year, or within 80 days, for the following year. Tax tips are from AARP Tax-Ride. Red Cross provides contact for free tax prep sites.
MENTIONED IN THIS ARTICLE
IRS
American Red Cross
America West near merger as flight attendants reach deal
The tentative five year contract with America West Airlines flight attendants could shift the carrier toward a merger. The deal ends a threatened strike, boosts per diem and salaries, and keeps America West independent for now. AFA officials say ratification by members is expected via mail vote in about a month.
MENTIONED IN THIS ARTICLE
Phoenix
America West Airlines
America West
United Airlines
Mexico
Canada
Las Vegas
Columbus
Ohio
United
The
Arizona Republic
Julius Maldutis
Cibc Oppenheimer
New York
UAL Corp
Bill Franke
Washington
Deanna Clarkson
America West Council of the Association of Flight Attendants
Clarkson
AFA
Bill McGlashen
Republic
AFA Union Coe
McGlashan
Dow 10 000 looms as market stalls near milestone
New York AP reports the Dow Jones edged toward 10,000 with a 9,903.55 close after a day of losses, marking a retreat from an elusive threshold. Analysts note past milestones show brief gains followed by pullbacks, while breadth remains narrow and risks grow if leadership narrows.
MENTIONED IN THIS ARTICLE
New York
Dow
Richard McCabe
Merrill Lynch
McCabe
Salomon Smith Barney
Merrill
New York Stock Exchange
Arnold Kaufman
Standard & Poor
the Outlook
Kaufman
U.S
Peter Canelo
Morgan Stanley Tean Witter
Canelo
First Call Corp
Ken Ferkins
First Call
Jeffrey Warentz
Salomon
Warentz
Also Mentioned on This Page
Ps EE
Smart Money
P.O. Box
Elfers
Bruce Williams
Gerhard Schroeder
Cebu
Hanover
Germany
Roth
Steve
Beiser
Pam Det Ya Ma Bae He Ae
Firstmerit
FDIC
Anita
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