Joseph called attention to an issue in a recent Friday roundup that we thought important enough — and relevant to enough of our readers — to warrant a separate article.
The issue? That if you took a required minimum
Continue Reading
Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. What follows is our annual guide to some of the more significant changes that have been announced for
Continue Reading
By reducing your overall tax bill, shifting money from a traditional IRA to a Roth IRA could make a significant difference in the size of your retirement nest egg. You might be surprised at how much
Continue Reading
If you're over 70½ and have an IRA, here's a simple strategy that could reduce your tax burden while also enabling you to donate greater amounts to a church or charity.
Continue Reading
SMI frequently emphasizes the value of investing via tax-advantaged retirement accounts. But taxable accounts have advantages too. Here are a few of them.
Continue Reading
"The Congress shall have power to lay and collect taxes on incomes, from whatever source derived, without apportionment among the several States, and without regard to any census or enumeration." – The Sixteenth Amendment
Continue Reading
Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. What follows is our annual guide to some of the more significant changes that have been announced for
Continue Reading
[Editor’s note: Even though the market is up strongly in recent years, 2018 saw two substantial sell-offs. That’s why mutual fund “distributions” are likely to be a significant event this year. During those sell-offs,
Continue Reading
Our latest picks for the best investing and personal finance articles from around the web — a rare Monday edition since we had strategy updates last Friday.
Continue Reading
Among the many things Scripture teaches about money, these two are abundantly clear: We are to honor God by giving the first of our income back to Him, and we are to pay our taxes.
Honor the LORD from your wealth and from
Continue Reading
