Jan 17, 2020
Jan 16, 2020
The Secure Act passed by Congress and signed into law by President Trump in late 2019 will greatly affect some taxpayers and have zero net effect on others. For example, if you have kids and grandkids you want to leave some money to...well...your IRA just became a big tax time bomb for your heirs!. That’s...
Jan 15, 2020
What if you had a magic calculator that could tell you just when to get into the market and when to get out? That would certainly be a popular gift item, but there's one problem. No such thing exists! That doesn't stop MILLIONS of people with money in the stock market from trying to TIME IT. JP Morgan's new...
Jan 14, 2020
The New Secure act passed by Congress and signed into law in December by President Trump has some good news and somebad news, depending on the size of your IRA accounts, and whether or not you want to leave money to heirs with a bit of tax savings. The Stretch IRA is gone, and some people can wait until age 72 to...
Jan 13, 2020