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What Is the Deadline for a 529 College Plan Distribution? ($ ?s)
on December 13, 2012
with No Comments
Learn about 529 college savings plan distribution rules before you need to start taking money out of your accounts. This post answers the timing question for those who are using the 529 to reimburse expenses already paid.
Financially Savvy Kittens on Value Wealth Management
on December 12, 2012
with No Comments
This kitten aligns her finances with her values. Be more like this kitten.
The Most Productive Will Owe An Average of $119,878 More In Taxes
on December 10, 2012
with 5 Comments
Obama would have you believe that $2,200 is a fiscal cliff, but $119,878 is just paying their fair share.
The Fiscal Cliff Is Almost Everything the Democrats Want
on December 9, 2012
with 5 Comments
It is a crisis fabricated 100% by politicians. And avoiding the fiscal cliff is being used hypocritically for additional political gain.
Mailbox: How to Get Silver Coins
on December 7, 2012
with No Comments
“Most people don’t know this, but right now there’s a loophole in the American banking system that enables you to exchange ordinary paper dollars for real silver coins.”
Roth IRAs: If the Front Door Is Closed, Try the Back Door ($ ?s)
on December 6, 2012
with 4 Comments
There is a backdoor way to contribute to a Roth IRA for those who are not income eligible. This method requires the following steps:
Financially Savvy Kittens on Gifts to Charity
on December 5, 2012
with 2 Comments
This kitten gifts appreciated stock. Be more like this kitten.
Threats to a Fulfilling Retirement
on December 4, 2012
with No Comments
“Inflation and loss of capital pose dangers to retirees seeking a sustainable income stream.”
Tax on Dividend-Paying Stocks Rising to 74%
on December 2, 2012
with No Comments
With the enormous increase in the taxation of dividends, high net worth investors may be tempted to abandon dividend-paying stocks entirely. This is not necessary.
Success and Significance in Retirement
on November 30, 2012
with 1 Comment
Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life.
The Wisdom of Jack Bogle: Part 2
on November 29, 2012
with 2 Comments
Faster is not always better. So says an energetic 83-year-old Jack Bogle, the Vanguard Group founder who has spent most of his career striving to protect the individual investor.
Financially Savvy Kittens on Net Worth
on November 28, 2012
with No Comments
This kitten knows what she’s worth. Be more like this kitten.
How to Avoid the Vehicle Sales Tax in Virginia
on November 27, 2012
with No Comments
“I would like to give my daughter my newer car, but the tax considerations are not simple.”
Capital Gains Tax is an Economic Monkey Wrench (2012)
on November 25, 2012
with 2 Comments
Tax on capital gains is scheduled to rise and become much more complex at the end of this year. Keeping your head in the midst of these changes can help your bottom line. Government should tax either the value of an asset or its yield but not both.
Last Chance for a Roth Conversion during 2012
on November 23, 2012
with No Comments
While Roth conversions will be advantageous for some next year, they are advantageous for nearly everyone in 2012.