10 Ways You Could Avoid the 10% Early Retirement Penalty
10 Ways You Could Avoid the 10% Early Retirement Penalty From: www.kiplinger.com You’ve saved diligently in your 401(k), and you wouldn’t mind tapping into it – but you’re not age…
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The Average Retirement Age in 2023 in the US vs Canada
The Average Retirement Age in 2023 in the US vs Canada From: www.gobankingrates.com Retirement marks a significant milestone in many people’s lives. This is the point when you take a…
Summary of the Biden Administration’s Proposed Federal Tax Changes
Summary of the Biden Administration’s Proposed Federal Tax Changes From: www.legacyplanninglawgroup.com Summary of the Biden Administration’s PROPOSED Federal Tax Changes. On Monday, September 13, a tax bill was sent to…
Read moreRemember the Last Global Pandemic? Probably Not
Remember the Last Global Pandemic? Probably Not From: www.bloomberg.com In 2009, a new strain of H1N1 influenza emerged. It did not cause anywhere near the disruption that Covid-19 has, and…
4 million-dollar investing myths you need to stop believing
4 million-dollar investing myths you need to stop believing From: www.marketwatch.com Don’t cheat yourself out of long-term returns I’m continually amazed at the investment misconceptions that lure people into cheating…
Congress Suspends Required Minimum Distributions For 401(k)s And IRAs For 2020, Opening Window To Tax Savings
Congress Suspends Required Minimum Distributions For 401(k)s And IRAs For 2020, Opening Window To Tax Savings From: www.forbes.com The bipartisan COVID-19 stimulus bill just signed by President Trump includes welcome…
Charitable Giving and Tax Strategies to Consider
Charitable Giving and Tax Strategies to Consider From: www.nerdwallet.com Giving to charity not only makes a positive philanthropic impact but can also positively affect your tax burden. Everyone loves a…
TIPS Versus I Bonds
TIPS Versus I Bonds From: www.morningstar.com I Bonds boast tax advantages, but purchase limits reduce appeal. When investors think about adding explicit inflation protection to their portfolios, Treasury Inflation-Protected Securities,…
The Good News on Safe Withdrawal Rates
The Good News on Safe Withdrawal Rates From: www.morningstar.com Our annual study suggests that new retirees can spend more from their portfolios. Recent retirees haven’t had an easy time of…
The Huge Costs of Poor Estate Planning
…will and the fun really begins. By thinkadvisor.com The influence of former Playmate Anna Nicole Smith, seen at her estate trial in 2000, extended beyond magazines and into textbooks. (Photo:…
