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Should The Welfare Hypocrisy Critique Keep Me From My Tax Credit?
on April 20, 2020
with No Comments
Pagans accept Christmas presents. Self-estranged children accept inheritance. Libertarians accept tax credits.
Q&A: Should I Contribute to My Roth 401(k) During a Bear Market?
on April 17, 2020
with No Comments
Nothing changes during a Bear Market when it comes to where you should save and invest.
#TBT Lessons from the Crash of 2007-2008
on April 16, 2020
with No Comments
Think we’re headed to another financial crash? Take a minute to learn from our last one.
How to Use Your 401(k) to Convert Only Your IRA’s Nondeductible Basis to Roth
on April 14, 2020
with No Comments
If you have an accepting employer plan, you could consider rolling the pre-tax funds into your 401(k) this year while converting your nondeductible basis cleanly to a Roth IRA.
The Dot Com Bubble: The Bear Market of 2001
on April 13, 2020
with No Comments
Diversification is important. Diversification did not eliminate losses, but it did lose less and recover more quickly.
The RMD Waiver in the CARE Act of 2020 is a Repeat of 2009 Legislation
on April 10, 2020
with No Comments
Hopefully, this bit of tax history gives seniors and heirs a bit of comfort in taking advantage of this welcome relief.
How a Stability Allocation Helps During a Bear Market (and What To Do If You Forgot One)
on April 7, 2020
with No Comments
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.
Stock Buybacks Have Exceeded Fund Flows. So What?
on April 6, 2020
with No Comments
This disappointment with good stock market returns explains their need to criticize stock buybacks.
Q&A: Do I Need to File Schedule H for My Child’s Wages?
on April 3, 2020
with No Comments
I do not need to file Schedule H and imagine that most parent household employers also do not need to file this schedule.
CARES Act Creates a $300 Charitable Contribution Deduction for the Standard Deduction
on April 2, 2020
with No Comments
Congress enabled those who are taking the standard deduction to deduct $300 of charitable giving if they do not itemize.
If You Act Fast, You Can Undo Your 2020 RMD Thanks to the CARES Act
on March 31, 2020
with No Comments
Among the temporary measures, Congress waived required minimum distribution (RMD) requirements for only tax year 2020.
‘You Make Most Of Your Money In A Bear Market; You Just Don’t Realize It At The Time’
on March 31, 2020
with No Comments
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.
The Lower The Market Falls The More Important It Is To Stay Invested
on March 30, 2020
with No Comments
A recovery after a significant downturn in the markets is often market by steep growth.
Funding a 3-Year-Old’s Roth IRA
on March 27, 2020
with No Comments
My daughter was employed at her first job, earned her first income, and was able to fund her Roth IRA for the first time.
Is ‘Sell The Bounce’ A Good Investing Strategy?
on March 26, 2020
with No Comments
“Sell the bounce” is never a good strategy because of the first word.