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Blame the Joint Committee on Taxation not the CBO
on August 24, 2012
with 3 Comments
It would have been more accurate to say, “The Joint committee on Taxation by agreement with congress is required to limit their analysis to a fixed GDP assumption.”
$ ?s: Can Social Security Checks Be Mailed To Foreign Soil?
on August 23, 2012
with No Comments
It is estimated that as many as 40,000 American citizens reside in Costa Rica, and many are retirees who are stretching the purchasing power of their Social Security paychecks.
Why Are People Who Have Built a Business Leaving Their United States Citizenship?
on August 22, 2012
with 3 Comments
If eight times as many people are leaving the country than they were 4 years ago, maybe there’s something wrong with the country?
Get Connected to Kittenomics
on August 21, 2012
with No Comments
Like our financially savvy kittens? They like you too! You should meet all the kittens.
You Need Life Planning
on August 20, 2012
with No Comments
Quote from David John Marotta on why you need life planning.
Paul Ryanomics
on August 20, 2012
with 4 Comments
Mitt Romney’s recent announcement of Paul Ryan as his running mate makes this election even more about government spending, programs and taxes. Ryan is the primary author of the Republican-led House’s 2013 budget proposal. Consider these five proposals to evaluate Romney’s wisdom in selecting him.
Subscribe and receive Kittenomics every week!
on August 19, 2012
with No Comments
Kittenomics is a practical, humorous series featuring financially savvy kittens and the wealth management secrets that gave them their success. Subscribe and receive Kittenomics every week!
Obama Lie-O-Matic Tax Calculator
on August 18, 2012
with 8 Comments
There’s a term in the financial world for Internet sites like these and that term is “fraud.”
Earn More Money! A Simple Way Toward Building Wealth
on August 17, 2012
with No Comments
More advisors are coaching clients on how to earn more income.
$ ?s: 72(t) and Other Early Retirement Distribution Options
on August 16, 2012
with No Comments
There is a separate set of rules for those under age 55 or who are looking to distribute from an IRA. These rules focus on an exception called Substantially Equal Periodic Payments (SEPPs).
Valuable Property
on August 15, 2012
with No Comments
“Real estate investment trusts should be much more than an optional selection in a balanced investment portfolio.”
Smart Tax Planning for the Gap Years
on August 13, 2012
with 2 Comments
Many families seek financial planning advice specifically for retirement. But if they wait too long, they miss an important tax-planning opportunity. A great strategy is to take advantage of the time between retirement and Social Security at age 70, the so-called gap years.
Muni Forecast: Lots of Clouds
on August 10, 2012
with No Comments
“A growing link between municipal bond and U.S. stock performance could be very bad if equities fail to rise robustly over the next few years.”
Stable Value Funds Serve Investors But Scare Plan Sponsors
on August 9, 2012
with No Comments
During the 2007 – 2009 financial crisis, many stable value funds were on the brink of disaster due to risks that were unknown to the average investor.
Mailbag: How Can I Get Started Gifting Appreciated Investments?
on August 8, 2012
with No Comments
Do I start planting investments and then refrain from giving for ten years?