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You Deserve More Than Investment Management and a Retirement Plan
on May 26, 2020
with No Comments
We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives for free on our blog, but we offer more services than that to our clients.
Do Children Need To File A Tax Return To Fund Their Roth IRA? (2020)
on May 25, 2020
with No Comments
Don’t let stress about tax filing requirements keep you or your child from a powerful opportunity to provide for their future.
Yet Another Chance to Redistribute Your 2020 RMD
on May 22, 2020
with No Comments
Hopefully, this extension helps some take advantage of this welcome relief.
Energy Stocks Have Been Disappointing Recently (April 2020)
on May 21, 2020
with No Comments
Diversification means always having something to complain about. Recently, it has been energy.
Harry Dent Has Another Prediction; Should I Follow His Advice?
on May 19, 2020
with No Comments
We would suggest not listening to Dent’s commentary.
This May 2020, Our Dynamic Tilt Tilted Away from Energy
on May 18, 2020
with No Comments
For many whose Energy sector has experienced large losses, lowering your sector allocation might effectively mean holding onto the shares that you currently own without adding more.
Q&A: How Do I Calculate My Withdrawal Rate for My Stability Allocation?
on May 15, 2020
with No Comments
Each of us either has a withdrawal rate or a savings rate, as we are each either contributing to or withdrawing from our invested accounts.
#TBT How to Be a Good Executor
on May 14, 2020
with No Comments
If a friend recently asked you if you’re willing to be written into their will as an executor to their estate, this 2015 article will give you some food for thought before you reply.
Q&A: Can You Fund a Roth IRA After Filing Your Taxes?
on May 12, 2020
with No Comments
You always have until the tax filing deadline to make your IRA contributions regardless of when you file.
The Benefits of Using a Cost of Living Calculator When Relocating
on May 11, 2020
with No Comments
Any amount of difference in cost of living presents a valuable opportunity to reconsider the ways you spend money in order to increase the amount of money you can save.
Q&A: Can I Undo My Roth Conversion? (2020)
on May 8, 2020
with No Comments
Unfortunately, as part of the Tax Cuts and Jobs Act back in December 2017, Congress eliminated the ability to undo Roth conversions, so there isn’t a way to undo a conversion.
#TBT What Are Normal Market Movements?
on May 7, 2020
with No Comments
It is common for investors to be surprised by movements in their portfolios, but it is harder to determine if these movements mean that anything should be done.
How to Use a Coronavirus-Related Distribution to Reverse Your RMD (2020)
on May 5, 2020
with No Comments
In this way, those with inherited IRA distributions they would like to reverse or those with distributions no longer eligible for regular 60-day rollover contributions may be able to still complete either a Roth conversion or IRA redistribution with those assets.
Should I Do Anything with the Gone-Fishing Portfolio in Response to this Volatility?
on May 4, 2020
with No Comments
If you want to do something, rebalance.
This 2020, The IRA Contribution Deadline Isn’t Until July
on May 1, 2020
with No Comments
Because the due date for filing Federal income tax returns has been postponed to July 15, the deadline for making contributions to your IRA for 2019 is also extended to July 15, 2020.