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Our firm decided to become a 3(38) investment manager because playing this role offers our clients administrative relief. By taking on the role of a 3(38) adviser, we accept responsibility for selecting a prudent investment strategy.

Now you may pay one of at least four different capital gains rates. The strategies to deal with capital gains differ for each level.

MAGI is a common tax term to denote the resulting value of your adjusted gross income (AGI) with some items added back in. However, each use of MAGI may have different variables added back.

Low risk firms should be visited less frequently by the SEC.

A typical college degree is worth up to a million bucks over a career, but that’s not true for every degree.

Having sufficient assets in a taxable account can allow for tax planning.

Two different people can end up with very different amounts of tax owed, simply because of their marital status. You cannot argue this increased tax is their “fair share” simply because they are married.

Learn how a family of four can qualify for a full subsidy with an income of $140,000 a year.

ObamaCare Is the Worst Legislation in 75 Years.

Russia is less than 6% of most emerging market indexes.

To receive tax credits for your donation, first contact the charitable organization and determine if it has any remaining tax credits to allocate to your gift. If tax credits are still available, fill out the Contribution Notification Form and send it to the organization.

Church Hill Activities and Tutoring is one example of the many charities that are granted tax credits to share with donors.

Could this scheme from Mr. Money Mustache change your budgeting strategy?

Unlike the markets, members of the Fed are able to make decisions that are in exactly the wrong direction if they don’t limit themselves with a rules-based system.

“Emotion can undo the best-laid financial plans.”