The SECURE 2.0 Act of 2022
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs.Read More
Now Might Be a Good Time for a Roth Conversion
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA.Read More
Income Tax Key Numbers
Here are some changes that could affect your tax refund this year.Read More
Student Loan Repayment Delayed Again to Future Date in 2023
The Biden administration has announced another extension for repayment of federal student loans to an unspecified date in 2023 due to legal challenges that have blocked implementation of the student loan debt relief program. The...Read More
Tis the Season for Tax-Friendly Giving Strategies
You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about. But if philanthropy is important to you, keep in mind that the associated tax...Read More
My fixed income funds are down - should I make any changes?
The evidence does not support the idea of allocating towards cash or shortening duration in response to changes in the federal funds rate.Read More
Should I Invest in Cryptocurrency?
Cryptocurrencies may not be the most or even only lucrative approach to benefit from the underlying technology.Read More