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New Tax-Related Updates for Your 2021 Filing?
A new year means new tax changes. While Congress didn’t pass any major tax reform last year, there are still updated tax provisions that could affect how much money you keep and how much goes to Uncle Sam. Here, I’ve included some of the most significant of these...
A Short Guide to Dealing with Market Corrections
If you’ve been paying attention to the news, you know the markets have endured a topsy-turvy month of January. As a result, the S&P 500 and Dow Jones are both on the verge of what analysts call a market correction.1 (Something the NASDAQ already entered last...
Omicron and the Market Grinch
Have you ever received a gift you didn’t actually want? Well, investors got just such a gift recently – the kind nobody wants. I’m not talking about an ugly sweater or a pair of socks. I’m referring to a new bout of market volatility, just in time for the holidays....
Roth vs. Traditional IRA: Retirement and Estate-Planning Advantages
It would be nice if the Roth IRA had been around long as the traditional IRA. Imagine the long-term benefits of tax-free growth throughout a 40-year career. Annual contribution limits for IRAs are relatively low ($6,000; $7,000 for 50-plus), but the Roth is a good...
