CARES Act RMD Vacation Is Over; What’s The Best Withdrawal Strategy For 2021?
Thanks to the CARES Act, which suspended RMDs for 2020, you did not have to take RMDs from your traditional IRAs and other tax-deferred accounts.
Newbie Billionaire By Way Of The Lottery? Next Stop: Your Own Family Office
Avoiding mistakes as the winner of the Mega Millions lottery jackpot is just the beginning. The ending of your story needs to be a happy one.
1099-R Says “You Owe Tax” - What Happened To Your 2020 IRA RMD Rollover?
Should you be worried if you redeposited your RMD before the 2020 deadline, yet your Form 1099-R leaves the impression that you kept the money?
Problem Solved: PPP Recipients Can Deduct Payroll Expenses
It lifts a huge burden for Paycheck Protection Program recipients who were concerned with the IRS’ stance on deductibility.
Screen Tech: The Search For Stocks
A number of internet sites provide high-tech methods for investors to learn about and compare stocks.
Is COVID-19 Leading To More Emphasis On Financial Wellness?
The majority of women surveyed (67%) by Fidelity said they are now more engaged in managing their money since the onset of the pandemic.
Senior Romance Thrives In The Pandemic: 7 Ways To Avoid Catfishing Schemes
Online dating sites are seeing increases in users and activity. But beware: Your “perfect match” may just be a fraudster who would love to target you with a romance scam.
New SEC Disclosure: What Should You Do With The Form CRS That Just Came In The Mail?
The SEC proposed this document to make life easier for investors to understand services and compare firms — and I believe it will. Let me tell you why.