A Look Back on 2019
It’s been an incredible decade in the US stock market that was capped off by a 2019 which saw returns on the S&P 500 exceed 30%. While US large[…]
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It's Required Minimum Distribution Season
It’s Required Minimum Distribution (RMD) season (or Minimum Required Distribution - MRD, same thing). Beginning the year an individual turns 70 ½[…]
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Early Fall Update To The Trump Tax Plan
Once again, the President and several officials placed in charge of revamping the US tax code have released an outline for what they hope tax reform[…]
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Trump Tax Plan Revisited
This article is based on information released in April of 2017 concerning the Trump Administrations plans for tax reform. For analysis concerning[…]
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2017 Possible Tax Reform Chart
Last week we went over the primary effects and differences between Donald Trump's tax plan and the tax reform proposal from the House GOP. Unless you[…]
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Possible Income Tax Reform & The Trump Tax Plan
This article is based on information released in December of 2016 concerning the Trump Administrations plans for tax reform. For analysis concerning[…]
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Saving For College - 529 Plan
We wrap up our three-part college savings series by taking a look at how to utilize a 529 plan to save for college. We’ve already addressed whether[…]
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The Ultimate Retirement Account - Health Savings Accounts (HSA)
I’m sure most people who have made it to our website have a general understanding of the differences between a Traditional IRA and Roth IRA. With a[…]
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