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The February edition of Computerized Investing is now available! This month includes: The Top 11 Sites for Personal Finance, Retirement Planning and Tax Resources An update of the websites that offer the best guidance and tools for personal financial planning issues, including budgeting,...

Today is Giving Tuesday, a day designated to promote donations to charitable organizations. Donating to charity is first and foremost an act of altruism. The tax code rewards such acts. The tax code allows those who itemize to deduct donations to qualified charitable organizations....

This year has seen a spike in market volatility. While this may have made for some sleepless nights among investors, Charles Reinhard points out at InvestmentNews.com that this same volatility is offering investors an opportunity for year-end tax-loss harvesting. Tax-loss harvesting...

A recent WSJ.com article by Laura Saunders contains a cautionary tale for investors holding master limited partnerships in their IRAs. Many are receiving surprise tax bills for units of master limited partnerships they hold. The article highlights the fact that IRAs and Roth IRAs,...

In a recent article for Financial-Planning.com, Kimberly Foss discusses the basics of tax-loss harvesting, something many investors may be facing as the end of the year draws near. Tax-loss harvesting occurs when an investor sells a position for a loss. These losses can first be...