Should Gold After Correction Be a Buy? Insights From History
A 19% correction can spark questions about buying gold. This guide breaks down what history says, weighs physical gol...
Which Etfs Are Most Tax Efficient For Dividends
Intro to evaluating ETF tax efficiency, including consideration of ETF structure, distributions, and fund-specific strategies.
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Your RV Qualifies for the Same Mortgage Interest Deduction
A little known tax rule lets certain RV loans qualify for the mortgage interest deduction. As rates move with the eco...
67-Year-Old with Million 401(k) Faces Big RMD Tax Hit
A 67-year-old with million 401K confronts looming RMDs that could produce a six-figure federal tax bill. Experts say ...
Monster Dividend Stocks Hold: 3 Picks for a 10-Year Horizon
Planning a decade-long investment journey? This guide highlights three monster dividend stocks hold that have weather...
How the Wealthiest Have Programmed Their Portfolios This Year
Market swings challenge even the best investors. This year, the wealthiest have programmed their portfolios with a di...
McDonald Explains Higher Earners and Roth 401(k) Decisions
A fresh examination argues that high earners may favor traditional pre-tax employer matches over Roth options in peak...
The $32,000 Warning for Married Retirees on Social Security
As inflation tests retirement budgets, a tax trap tied to provisional income threatens married retirees on Social Sec...
$900,000 Inherited 401(k): 10-Year Rule Update
A $900,000 inherited 401(k) faces the SECURE Act’s 10-year rule, with recent IRS guidance adding complexity for heirs...
These ETFs Generate $6,000 a Year in Retirement Income
A diversified quartet of high-yield ETFs aims to deliver monthly income above 6%. This piece breaks down how they wor...
Fidelity Tech Offers Lower Fees: Broad Tech Exposure vs SOXX
When weighing broad tech exposure against a semiconductor tilt, Fidelity's ETF offers lower fees and wider reach. Lea...
Bomb: Employer Stock Inside 401(k) Could Cost Dearly
A retiring executive with a $4+ million 401K and a heavy concentration in employer stock faces a potential tax trap. ...
Remembering Bill Archer and the Fiscal Policy Legacy
A thoughtful tribute to a public figure whose approach to tax policy blends discipline with cooperation. This piece p...
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