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Required Minimum Distributions: What You Need to Know As a financial advisor, I want to ensure you’re well-informed about Required Minimum Distributions (RMDs) and how they may impact your retirement planning. This article will cover key deadlines, calculation rules, and the consequences of not meeting RMD requirements. We’ll also discuss special considerations for inherited IRAs. … Continued

Learn tax-efficient strategies for managing cash and cash equivalents, including comparing after-tax yields, leveraging tax-exempt investments, timing CD maturities.

2022 US stock and bond market review including inflation analysis. Are we in a recession? When will the stock market capitulate?

2021 of the US stock market, high growth tech stocks, metaverse stocks, inflation, interest rates and real estate.

Among the many provisions in the multi-trillion-dollar legislative package being debated in Congress is a provision that would eliminate a strategy that allows high-income investors to pursue tax-free retirement income: the so-called back-door Roth IRA. The next few months may present the last chance to take advantage of this opportunity. Roth IRA Background Since its … Continued

The House Budget Committee voted to advance a $3.5 trillion spending package to the House floor for debate. We review the proposed changes.

The U.S. housing market, already strong before the pandemic, has heated up to record levels in 2021. The Case-Shiller U.S. National Home Price Index, which measures home prices in 20 major metropolitan areas, reported a 12-month increase of 18.6% in June 2021, the largest year-over-year gain in data going back to 1987.1 The National Association … Continued

After more than four years of international negotiations taking place, 132 countries recently agreed to a new plan to reform international tax laws.

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade.

In March 2021, the Consumer Price Index for All Urban Consumers (CPI-U) rose 0.6%, the largest one-month increase since August 2012. What does it mean and where will it go from here?