Blog
Health Savings Accounts Can Reduce Tax Bills. But Beware the Paperwork.
At this time of year, many people are looking for ways to reduce their tax bills. One option may be to make a contribution to a health savings account. You can still make contributions for the 2018 tax year to an H.S.A. until the federal tax filing deadline in April,...
The wash-sale rule is a nasty little piece of tax code
The saving grace of making a poor stock or mutual fund investment in a taxable brokerage firm account is that you at least get a capital loss when you sell. The loss can then offset gains from your more successful investments, unless the dreaded wash-sale rules...
Reporting Charitable IRA Distributions on Tax Returns Can Be Confusing
Taxpayers need to be careful when reporting charitable gifts from their IRA on their tax returns, or they may end up overpaying Uncle Sam. Read Full Article Here... Written By: Kimberly Lankford Published By: Kiplinger
IWM 4Q2018 Market Analysis
IWM 4Q2018 Market Analysis (click here)...
IWM 4Q2018 Investment Insights
IWM 4Q2018 Investment Insights (click here)...
IWM 3Q2018 Market and Economic Review
IWM 3Q2018 Market and Economic Review (click here)...
Why (Prudent) Spending Rates Matter More Than Savings Rates
The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more detailed research studies providing “precise” savings guidelines based...
75 Must-Know Statistics About Long-Term Care: 2018 Edition
If there's a single unsolved problem in the retirement plans for many middle- and upper-middle-income adults, it's what to do about long-term care costs later in life. Very high-income, high-net-worth people can plan to self-fund long-term care costs, though I'd...