It will be a welcome change when the CFP Board can force CFP® mark holders to remove misleading content from their websites.
For most families, the largest purchase they make will be their house. This 2011 post reminds us that the house you and your family live in is not an investment, but real estate can be.
A question from our readers, “Should I choose to have dividends reinvested or should I receive them in cash and then reinvest them myself?”
Fraud is the enemy of the free markets. It is theft through deception.
Under the Tax Cuts and Jobs Act, you are still allowed to make nondeductible contributions and still allowed to convert IRA assets to Roth IRA.
Turns out, Charlottesville is not the only area to have their recycling services change this year. In fact, the world’s recycling is affected.
Here are the numbers to use as you’re doing tax planning this year.
Here are the numbers for how much you can save in retirement accounts and Health Savings Accounts in 2018.
How do you determine the value of your gift of stock? The IRS doesn’t like you to use rough estimates on your tax forms; they prefer a black and white number.
The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.
In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?
While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.