Flaharty Buys Million First in FTSM ETF Move Today
Flaharty Asset Management just expanded its exposure to a short-duration fixed-income strategy by buying a sizable st...
Year End Tax Forms For Etfs
A quick guide to the year-end tax forms required for ETFs and tips to ensure correct reporting on your return.
24,121 articlesRetiring with $3.4 Million: A Tax-Forward Strategy
A couple with $3.4 million plans to retire at 59 by drawing from a taxable portfolio for eight years, then tapping ta...
Shakira Will Million Refund Sparks Spain Tax Debate
A Madrid court clears Shakira of a 2011 tax-year fraud claim and orders a 60 million euro refund, including interest....
Still Earning with $300,000 IRA: Roth vs Traditional
A 69-year-old worker and a 67-year-old retiree face a pivotal retirement choice: keep funding a traditional IRA or pi...
State Residency Move Couple Saves $340K on $4M Gain
A California couple relocated their domicile to Texas ahead of a private LLC sale, slashing California state taxes on...
This Dividend Fell 2022: What It Means for ETF Returns
In 2022, the market dropped hard, but some dividend-focused funds held up better than the broad index. This article e...
Congress Weighing Whether Crypto Tax Rules Could Expand
The House Ways and Means Committee plans a June hearing to decide if crypto tax relief should cover more than stablec...
Best Dividend Picks Second Half 2026: Top 3 ETFs for Gains
Looking to boost income and growth in the second half of 2026? These three dividend ETFs blend quality, yield, and re...
IGSB VGSH: Which Short-Term Bond ETF Is Right?
Choosing a short-term bond ETF can feel tricky. This guide compares IGSB and VGSH on cost, yield, risk, and portfolio...
$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...
Inherited 401(k) Mistake That Cost Heir a Massive Tax Hit
A non-spouse beneficiary confronts roughly $120,000 in excess taxes after misinterpreting the SECURE Act 10-year rule...
The $1.4 Million Beneficiary Mistake That Shocks Retirees
A divorced retiree faces a $1.4 million IRA payout to an ex-spouse after an outdated beneficiary form. The setback hi...
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