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Gift Ideas for 3-Year-Olds
on December 1, 2020
with No Comments
As the proud mother of a now four-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
Q&A: Can I Make a Prior-Year Roth Conversion This Year?
on November 30, 2020
with No Comments
Alas, the year you move the funds from traditional IRA to Roth IRA is the year that those assets are taxed.
Q&A: Are There Any Restrictions on How Much or Who Can Convert to Roth?
on November 27, 2020
with No Comments
Taxpayers of any income level, age, and employment or retirement status can convert their pre-tax individual retirement assets to Roth IRA.
#TBT How Not to Go Broke at Thanksgiving
on November 26, 2020
with No Comments
As the season of holiday shopping approaches, this 2018 article reminds us, “Before you throw your money at various companies, squirrel some savings away for your future self.”
The 2020 Joint Charitable Standard Deduction: $300 or $600?
on November 24, 2020
with No Comments
The draft 2020 Form 1040 instructions clarify: the $300 limit is per form.
How to Spend: Convenience is a Surcharge
on November 23, 2020
with No Comments
Choosing the right moments to buy convenience with your money brings value to your life.
Q&A: Can You Be My Investing Back-up?
on November 20, 2020
with No Comments
An important part of the family’s emergency plan is to make sure you have a plan for when the financial spouse can no longer serve the family in that way, either because they are no longer interested or because of their incapacity.
#TBT Our Customized Roth Conversion Recommendations
on November 19, 2020
with No Comments
This 2017 article reminds us that there is not one best Roth conversion plan that you can apply to everyone.
Q&A: Should I Name My Heirs or My Trust as Contingent Beneficiaries After The SECURE Act?
on November 17, 2020
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Depending on your situation, outright beneficiary designations could be a cleaner estate planning solution.
How To Spend: Budget For Christmas
on November 16, 2020
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We can gift our loved ones a powerful gift while maintaining a budget.
Q&A: Why Do You Pick Such Weird Images for Your Articles?
on November 13, 2020
with No Comments
We have an almost secret code behind the images we select.
#TBT What Are Normal Market Movements?
on November 12, 2020
with No Comments
It is common for investors to be surprised by movements in their portfolios. This 2019 article reminds us though that even volatile movements can be quite normal.
The Full Complexity of All Required Minimum Distribution Divisors Explained (2020 Update)
on November 10, 2020
with No Comments
The SECURE Act of 2019 changed several things, so here is an updated review of this complex subject.
Marotta Family Saying: Parental Reminder Number 42
on November 9, 2020
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“Parental Reminder #42” reminds us that goodness is something bigger than we can articulate but, even though we cannot express it fully, it is very important.
Roth IRAs, 529 Plans, and Financial Freedom (Megan Russell on FamVestor Podcast)
on November 6, 2020
with No Comments
On Monday, October 26, 2020, Megan Russell was interviewed by Sunny Burns and Sunmarie Burns of the FamVestor podcast.