This 2016 post has recently been our most popular search result recently for good reason. After the 2020 COVID bear market, this article is a comforting bit of math.
This disappointment with good stock market returns explains their need to criticize stock buybacks.
You don’t have to time the market to make money in the market. In fact, timing the market is usually a losers game as the market often pushes your emotions to do exactly the wrong thing.
While the appreciation allocation helps you achieve your financial goals, introducing a stability allocation into your portfolio can prevent your portfolio from running out of money.
I do not need to file Schedule H and imagine that most parent household employers also do not need to file this schedule.
Congress enabled those who are taking the standard deduction to deduct $300 of charitable giving if they do not itemize.
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.
As 2019 draws to a close, it’s time to start looking ahead to 2020 tax planning.
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?