It's beginning to look a lot like Christmas! Amid the hustle and bustle, here's our latest roundup of interesting articles on investing, personal finance, and stewardship. Enjoy!
My year-end stock market forecast (Ben Carlson, A Wealth of Common Sense). Guess what? Most forecasts made a year ago were way off.
Pick your peril (Jonathan Clements, Humble Dollar). Every financial choice involves a tradeoff.
Momentum builds for a strategic national bitcoin reserve. But what does that mean? (Sherwood). The continuing evolution of crypto.
IRS urges many retirees to make required withdrawals from retirement plans by year-end deadline (IRS news release). For those aged 73 or older, the deadline for taking a required minimum distribution is at hand.
Could required minimum distributions cause you to overspend? (Christine Benz, Morningstar). The government's formula for RMD calculations is actually rather conservative.
How seniors can donate more to charity and pay less in taxes (Wall Street Journal). Many seniors remain unaware of qualified charitable distributions and donor-advised funds.
What's new for Medicare in 2025? (NerdWallet via Fidelity). What you'll pay may be different from this year, and your network and prescription drug coverage may change.
A to-do list for Trump's IRS man (Wall Street Journal editorial). "The IRS may never be popular, but Americans deserve a tax agency that is at least competent."
Charted: Here's who owns U.S. debt (Visual Capitalist). Uncle Sam has borrowed a lot of money, much of it from the Federal Reserve and holders of U.S. Savings Bonds.
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