Bonds
What is the difference between qualified dividends and ordinary dividends?
Tax rates differ between qualified dividends and ordinary dividends A reader of one of our MarketWatch columns asked why there were two kinds of dividends on his tax return, “ordinary” and “qualified.” The short answer is taxes. Dividends are categorized as either ordinary or qualified to determine the tax rate applied to the dividend. When corporations…
Read MoreThe election and your investments
The election and your investments The season many in our county dread is upon us. Even though most often no damage will occur, it’s hard to stop ourselves from wondering if this will be one of those times when our lives will be altered by outside forces. We’re not talking about hurricane season – although…
Read MoreWith the Fed raising rates, how high will rates go?
With the Fed raising rates, how high will rates go? The media keeps front and center the issue of how many interest rate increases by the Federal Reserve are coming and how high those increases will be. However, no one knows for certain how far up interest rates might go. The interest rates for…
Read MoreYou’ve got this
You’ve got this! Key Points: If watching the news gets you riled up, turn it off. If you can’t, try to remember they are stirring your emotions so you will tune in and they can sell more ads. Stocks often start to recover with an initial surge when things look awful. Diversifying among different types…
Read MoreInflation, interest rates, Putin and your portfolio
Can I rollover mom’s IRA into my IRA?
Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE Act of 2019, most non-spouse inheritors whose benefactors die in 2020 or later have only one requirement – the inheritor must take all the money out of the Inherited IRA…
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