The Tax Cuts and Jobs Act, H.R. 1, agreed to by a congressional conference committee on Friday and expected to be voted on by both houses of Congress during the week of Dec. 18, contains a large [...]
President Trump urged far-reaching changes to the Internal Revenue Code. Full details of this plan have yet to be revealed but could lower tax rates for individuals and businesses. As an offset, [...]
Studies indicate that savvy asset allocation may lead to long-term investment success. Individuals can find a desired mix of riskier asset classes, such as stocks, and relatively lower risk asset [...]
Virtually any investment can go into an IRA, other then life insurance and collectibles. In recent years, questionable outlooks for stocks, bonds, and savings accounts have encouraged many IRA [...]
Beyond age 70 1/2, you generally must withdraw at least a certain amount from your retirement plan each year. The number is based on your age and the account balance at the end of the previous [...]
Donald Trump’s election victory, along with Republican congressional control, foreshadows significant tax law changes on the horizon. Considering the “100-day rule” (i.e, much of what a president [...]