If you have a surplus of cash on hand that you want to save for the future, which account type should you consider? This checklist provides a structured outline to guide you regarding available and appropriate savings strategies: What Accounts Should I Consider If I Want to Save More? This … [Read more...]
Accounts to Save More
Accounts to Save More, Annual Portfolio Income, & Arenacross
Someone will always be getting richer faster than you. This is not a tragedy...The idea of caring that someone is making money faster than you are is one of the deadly sins. -Charlie Munger What Accounts Should I Consider If I Want to Save More? If you have a surplus of cash on hand … [Read more...]
Tax Filing Season Has Started
The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January 23, 2023. Tips for making filing easier To speed refunds and help with tax filing, the IRS suggests the following: Make sure you have received Form W-2 and other earnings … [Read more...]
RMD Considerations
The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the risk of throwing a wrench in your financial plans. It doesn’t have to be that way. This checklist covers important factors you need to know when reviewing your RMDs: What Issues Should I … [Read more...]
RMD Considerations, Tax Filing Season Has Started, & Game Show Battle Room
In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. -Benjamin Graham What Issues Should You Consider When Reviewing your RMD? The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the … [Read more...]