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The AAII Journal

December 2014 Issue

Editor's Note »

Editor's Note

thumbnail for Editor's Note It was nice to finally be able to work on a tax guide without having to deal with any federal government drama. Last year, the Internal Revenue Service was behind schedule announcing 2014 inflation adjustments because of the government shutdown. The year before, we had to cope with the fiscal cliff situation.

 

Features »

The Individual Investor’s Guide to Personal Tax Planning 2014

thumbnail for The Individual Investor’s Guide to Personal Tax Planning 2014 Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.

 

Tax Strategies »

Keeping Transactions Clean From the Wash-Sale Rules

Stocks are not the only security covered by the wash-sale rule; prudence is also required with bonds, preferred stocks, mutual funds and ETFs.

 

Financial Planning »

Social Security: Delay Benefits at the Expense of Personal Savings?

thumbnail for Social Security: Delay Benefits at the Expense of Personal Savings? By strategically choosing when and how to claim Social Security benefits, singles, divorced individuals and married couples can optimize their retirement income.

 
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Cover Articles »

The Individual Investor’s Guide to Personal Tax Planning 2014

Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may improve your tax liability both this year and next.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.