Converting to a Roth? Give to charity, too

  • April 02, 2014

Depending on your situation, it may make sense to convert funds in a traditional IRA into a Roth IRA this year, with the promise of future tax-free payouts. But you...

How to fast track PowerPoint content

  • March 25, 2014

The problem with getting your initial content into a PowerPoint presentation is typing in the placeholders. Rather than settling for “good enough” in your...

Clear hurdles for Roth 401(k) rollovers

  • February 19, 2014

The latest “newfangled” retirement plan being pushed by the IRS is the Roth 401(k) plan. Typically, a company will add the Roth feature to an existing...

Does NUA transfer to a widow?

  • February 01, 2014

Q. My husband passed away last year. Can I benefit from the NUA on his company stock? A.A., Park Ridge, N.J. 

Party Favor with PowerPoint

  • December 18, 2013

If you have a treasure trove of photos from the office or work site with which you’d like to create slideshow for your holiday gathering, it’s easy to do in...

Custom character styles in Microsoft Word

  • December 13, 2013

Does your company have a distinctive style of type for its brand? Do you find that you're always doing the same four or five formatting steps in Word to achieve that...

Master PowerPoint with Slide Masters

  • November 25, 2013

You've probably experienced the tedium of double-checking your huge slide decks for formatting inconsistencies and copying and pasting logos on dozens of slides....

Keep top priorities on top in Outlook

  • October 23, 2013

If you attempt to prioritize your day based on hundreds of inbox items, you’re wasting valuable time assessing and reassessing your priorities. Try one or more of...

Working late? Give yourself some tax perks

  • October 16, 2013

Do you find yourself often burning the midnight oil at the office? It takes long hours and hard work to make a business a success. At least you can salvage some tax...