The SEC should scale back their data collection.
In our age-appropriate asset allocation models, we don’t recommend a 60/40 portfolio until you are between age 80 and 87.
City real estate will be a little less expensive and suburbs and the countryside will be a little more expensive.
With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.
Unfortunately, the answer is that you cannot. The 529 account owner receives any state tax deductions for contributions make to their account.
We decided to add two new sectors after generating several hundred efficient frontier graphs of various United States classifications, industries, and sectors over a variety of time periods.
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.
This straightforward article about how to value your charitable gifts of appreciated stock may help you in preparing your tax return this year.
While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.
There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.
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?