Sherre Stephens

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Early tips for tax season

DALLAS (BP)--It's not too early to begin thinking about the 2007 tax filing season. A survey for the 2006 tax season found that two in five Americans procrastinate when it comes to filing their tax return.

FIRST-PERSON: 2006 year-end tax tips

DALLAS (BP)--Think it’s too early to start your tax preparation? A recent flurry of tax legislation and expiring tax credits and deductions that Congress may retroactively extend at year’s end calls for early preparation despite a later filing date (April 18, 2007).

FIRST-PERSON: Roth contributions: What’s all the buzz?

DALLAS, Texas (BP)--Starting this year, your employer may add a 401(k) or 403(b) Roth contribution to its retirement plan, but is this option right for you? It depends. Consider the following key points.

FIRST-PERSON: Your mid-year financial checkup

DALLAS (BP)--Don’t wait until year’s end for your next checkup. Here are six personal finance tips for a midyear checkup:

FIRST-PERSON: 2005 year-end tax tips

DALLAS (BP)--It’s that time of year -- holidays followed by tax time. Did you know that nearly 94 percent of us wait until the 11th hour to prepare our tax return and ante up what we owe to Uncle Sam? Perhaps the following tax tips will help you be among the 6 percent who are not caught unprepared.

FIRST-PERSON: Year-end financial checklist

DALLAS (BP)--As 2004 draws to a close, tax planning may not be at the top of your “to do” list. Yet, it is important not to lose sight of certain tax breaks amid the excitement of the holidays. A recent flurry of tax legislation may have an impact on your year-end tax planning for 2004. Here are some important tax aspects to consider: