8 Sources of Income Social Security’s Payroll Tax Can’t Touch
8 Sources of Income Social Security’s Payroll Tax Can’t Touch From: www.fool.com The payroll tax generated more than 88% of the $1 trillion collected by Social Security last year, but…
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You Asked, We Answered: Investing with Self-Directed IRAs
You Asked, We Answered: Investing with Self-Directed IRAs From: www.theentrustgroup.com Q: Can I transfer real estate property held in a Solo 401(k) into my self-directed IRA? A: If you have…
5 Issues for Bond Investors to Consider: Wells Fargo
5 Issues for Bond Investors to Consider: Wells Fargo From: www.thinkadvisor.com Fixed income has an important role to play in a well-diversified portfolio, even in today’s rising interest rate environment,…
Leaving a Legacy: Stretching Your IRA
Leaving a Legacy: Stretching Your IRA From: www.GAFRI.com Stretching Your IRA: A simple way to make your money mean more to future generations You’ve planned carefully for your retirement. And,…
Retirees Moving to These States Can Get Some Great Tax Breaks
Retirees Moving to These States Can Get Some Great Tax Breaks From: www.cheatsheet.com Where you live when you retire matters — and not just because you want to be close…
Uncharitable Giving
Uncharitable Giving From: www.investmentnews.com Charitable giving is undergoing a shift in the wake of the 2017 tax law, and could see yet more changes in the coming months and years…
Will You Get What Social Security Promises?
Will You Get What Social Security Promises? From: www.nerdwallet.com The estimate you receive may be too low if you’re young and too high if you’re older. The Social Security Administration…
Actively vs. Passively Managed Funds Performance
Actively vs. Passively Managed Funds Performance From: www.morningstar.com 4 key takeaways from Morningstar’s U.S. Active/Passive Barometer The Morningstar Active/Passive Barometer is a semiannual report that measures the performance of actively…
50 Years Later, Was Erisa Worth It?
50 Years Later, Was Erisa Worth It? From: www.morningstar.com Our analysis reveals how the landmark law has affected workers’ retirement income. In 1974, Congress transformed the American retirement system. By…
Tax Explained to Kids
Tax Explained to Kids From: www.linkedin.com Do you know these 10 types of tax? Here are the most simplified explanations to make you understand them: 1. Income Tax If you…
