Articles

The Bipartisan Budget Act of 2015 ends two very profitable Social Security optimization techniques that allowed some savvy beneficiaries to take up to $50,000.00 in additional lifetime income.

The Journal of Financial Planning featured a nice column by Harold Evensky entitled “These Innovative Research Papers Deserve Your Attention.”

Will substitutes sacrifice some of the customization of trusts but avoid the accounting complexities.

October showed a sharp reversal of the movements of Resource Stocks.

David Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing some of the government’s broken promises

I encourage you to read the books and watch the film.

After you reach the age of 70 1/2, the IRS requires you to begin taking minimum distributions from your traditional retirement accounts.

Any tax which is ultimately going to be owed is owed by April 15th. Otherwise it may be subject to interest and penalties.

Because 1031 exchanges are a great way to defer paying large amounts of capital gains tax, the IRS tends to be suspicious of them.

Examining past Bear Markets can help provide some context when we experience the next one.

Assumptions about these adjustments to your net worth should be made carefully and conservatively.

It is better to leave stock to a family member in your estate plan than to gift them the stock while you are alive.

Annual required minimum distributions must be satisfied before any additional amounts are converted to a Roth IRA.

Here are seven sage investing lessons from the J. Paul Getty era.

Carefully computing and adding your Social Security early retirement safe withdrawal rate can safely boost your early retirement standard of living without jeopardizing your future finances.