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How Do I Make Charitable Donations From My 401(k)?
How do I make charitable donations from my 401(k)? Direct donations from a 401(k) to charity on a tax-favored basis are not possible. However, direct…
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Is now the time to move into dividend paying stocks?
Is now the time to move into dividend paying stocks? With costs rising and interest rates up, is now the time to emphasize dividend paying…
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Moisand Fitzgerald Tamayo named a “Best Place to Work”
Moisand Fitzgerald Tamayo named a “Best Place to Work” Being recognized as among the best financial planners in the country has been a goal since…
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Emotional investing can be costly
Emotional investing can be costly Emotional investing is inferior to evidence-based investing. It’s a belief of ours that comes up in the very first conversation…
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What are the new RMD rules?
Have RMD rules changed? Required Minimum Distributions (RMD) are back in 2021 after a one year COVID-related waiver in 2020. No changes were made this…
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How your tax rates can change
How your tax rates can change As we enter the last part of 2021, Congress is debating a series of changes to the tax code.…
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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…
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Every day is Independence Day at Moisand Fitzgerald Tamayo
Every day is Independence Day at Moisand Fitzgerald Tamayo At the heart of the meaning of the word “independent” is the concept that one is…
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How do I protect my portfolio against inflation?
How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years…
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Can Social Security be fixed?
Can Social Security be fixed? Despite the fears stoked during an election year, Social Security is not going away. However, there is a need to…
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How can I protect my portfolio from a post-election drop in stocks?
How can I protect my portfolio from a post-election drop in stocks? Concerned about how this election will come out? You are not alone. Unfortunately,…
