Personal finance perspectives index

Looking for an article that can help you solve a personal financial problem? Scroll down the following list to find the titles of articles from past issues of PricewaterhouseCoopers’ Personal finance perspectives newsletter.

November/December 2007


  • Year end tax planning to avoid the tax pinch and Alternative Minimum Tax (AMT)
  • Changing trust rules: "Unique" costs not subject to 2% limitation
  • Early termination of Charitable Remainder Trusts (CRTs)

July/August 2007


  • Employer securities in 401(k) plans
  • Qualified personal residence trusts

May/June 2007


  • Annual gifts: A smart way to transfer wealth
  • Grappling with the AMT

March/April 2007


  • Designating the beneficiary of your IRA
  • Tax saving menu

January/February 2007


  • Supporting organization: The alternative to the private foundation
  • Sustainable withdrawal rates: Will your retirement be a financial success?
  • Why the shape of the yield curve matters

November/December 2006


  • When "defective" is effective: enhancing your estate plan by using a defective grantor trust
  • Variable prepaid forward contracts
  • The efficient market theory & why it is important to investors today

September/October 2006


  • IRS emphasizing audits of high net-worth individuals
  • HEET: A useful tool for generation-skipping tax planning
  • Reverse mortgages: An overview


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