Planning opportunities for the final tax return From: journalofaccountancy.com Final arrangements should include many tax considerations for the decedent and his or her survivors. Several tax attributes and related tax…
Social Security Combined Trust Funds Projection Unchanged From: 401kspecialistmag.com Projections in the Board of Trustees’ just-released 2020 report to Congress do not reflect the potential effects of the COVID-19 pandemic,…
…to offer, and they don’t need to take other people down a notch in order to feel good about themselves. Comparing yourself to other people is limiting. Confident people don’t…
How (And Why) Volatility Can Ruin Your Retirement From: riverbendinvestments.com A common mistake investors make is assuming a certain rate of return and not understanding the impact it has on…
The Big Picture of 2018 Tax Changes From: intuit.com To view the full infographic: Click here →…
Read more…impact expenses, i.e. fees, have on returns. Fund expenses, including management fees, account for almost 23% (vs. bad behavior being 42.6%) of the major causes of equity investor underperformance. Not…
What to Know About Taxes in Retirement From: money.usnews.com Sometimes conventional wisdom isn’t necessarily wise. For years, many pre-retirees were counseled to expect living expenses of around 70 to 80…
My New Theory About Future Stock Market Returns From: awealthofcommonsense.com At the lows, the S&P 500 was off roughly 34% from its highs. From those lows it’s now up almost…
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Trumpeting 10 Year-End Tax Strategies Before They Evaporate From: wealthmanagement.com In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning…
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