So you are out for the evening and someone asks…

FEB 03, 2011
Yes, yes, yes, I know all of you are tax experts but I also know that many of you are inundated with the following question at this time of the year: “What is the best consumer tax preparation software?” So, here to save you a little legwork I'm referring you to the latest review by Kathy Yakal, my former colleague and longtime reviewer over at PCMag.com. Now you have a quick response for all those friends, acquaintances, and strangers (that you would never consider as client material) at the next dinner party. She just crowned TurboTax with this year's Editors' Choice and tells you why. Mostly because it still has the sleekest, most navigable user interface and lots of help --- despite having H&R Block at Home hot on its heels. Check it out. TurboTax Premier Online (Tax Year 2010)

Latest News

Financial advisors often see clients seeking to retire early; Here's what they tell them
Financial advisors often see clients seeking to retire early; Here's what they tell them

Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.

Robinhood beats Q2 profit estimates as its business goes beyond YOLO trading
Robinhood beats Q2 profit estimates as its business goes beyond YOLO trading

Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.

Dimon and Trump talk economy and Fed rates as meetings resume
Dimon and Trump talk economy and Fed rates as meetings resume

President meets with ‘highly overrated globalist’ at the White House.

NASAA moves to let state RIAs use client testimonials, aligning with SEC rule
NASAA moves to let state RIAs use client testimonials, aligning with SEC rule

A new proposal could end the ban on promoting client reviews in states like California and Connecticut, giving state-registered advisors a level playing field with their SEC-registered peers.

Could 401(k) plan participants gain from guided personalization?
Could 401(k) plan participants gain from guided personalization?

Morningstar research data show improved retirement trajectories for self-directors and allocators placed in managed accounts.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.