The Stock Market’s Reaction to Major Geopolitical Events Tends to Be Short-Lived The escalating tension between Israel and Iran has many investors worried about what could happen next. Although we won’t pretend to know the answer, we do understand that while geopolitical events can cause ne …
You’re probably aware that if you work and therefore pay into Social Security, you’re entitled to benefits in retirement. But what if you never worked? What if you were the one in your family who stayed home to raise kids or maintain the household?
Action required by December 5, 2019! Consider a Roth IRA Conversion We encourage all clients to consider whether a Roth IRA conversion makes sense for you. We have discussed this item with many of you, and many chose to wait until the end of the year. Well, that is now! If you want to do …
Use this checklist to review all of the important things that you should consider in your year-end review and plans for next year. This can help us prepare and discuss possible scenarios for 2019 and 2020.
It’s a concept that is all too important as 4 in 10 Americans are at risk of running out of money in retirement. The landscape changes when you retire. Your goal now is to conserve, grow, maintain and otherwise hold onto what you already have.
When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s). These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1
199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A dedu …
