Q&A: Wash Sale: VFIAX and VOO?
on November 18, 2022 with No Comments
The IRS has very limited case law on what constitutes a substantially different fund. However, here is what we do in our own trading.
How the Kiddie Tax is Calculated
on August 23, 2022 with No Comments
Some investable assets in the name of the child can currently keep $2,300 of unearned income from the tax rate of the parents.
Can Taxable Life Insurance Benefits Contribute to an IRA?
on November 26, 2021 with No Comments
If you have this fringe employer or former employer benefit, I hope you are able to take advantage of making small Roth IRA contributions throughout your retirement.