-
What is Gain Harvesting?
What is gain harvesting? “Gain harvesting” refers to the practice of selling a holding for a gain in a taxable account, triggering a taxable event,…
-
When does the 60-day period for IRA rollovers start?
When does the 60-day period for IRA rollovers start? Today’s question comes from Mike in Celebration, FL. “I want to do a rollover from one…
-
How Can I Get My Tax Information to My Preparer Securely?
How can I get my tax information to my tax preparer securely? Tax season is upon us once again, and if you use a…
-
What do high valuation differences in the market mean for your portfolio?
What do high valuation differences in the market mean for your portfolio? One way to characterize stocks is by the ratio of its price to…
-
When are Roth IRA Distributions Taxable?
When are Roth IRA distributions taxable? From Ken in Satellite Beach: I thought once you turned 59 ½, Roth IRAs are tax-free, but a 63-year-old…
-
What you need to know about tax extensions and new tax rules
What you need to know about tax extensions and new tax rules Many taxpayers will not file their 2022 tax returns by the April 18,…
-
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…
-
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…
-
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.…
-
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…
-
Six common misconceptions empty nesters have about retirement
Six common misconceptions empty nesters have about retirement We have been advising retirees and aspiring retirees for over 20 years. Recently a conversation occurred…
-
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…
