Falling household income is generally not a desirable situation. However, there may be a tax-saving silver lining to earning less money coming in the form of a Roth IRA conversion.
A Roth IRA conversion occurs by taking funds held in a pre-tax IRA and converting them into post-tax Roth IRA funds. The goal of this strategy is to pay taxes now ...Read More
The third quarter of 2018 was a strong showing for U.S. equities, but a soft performance for most other markets and asset classes. Despite significantly discounted valuations and economies that are in earlier stages of recovery than the U.S., non-U.S. developed, and emerging market stocks failed to rally along with U.S. equities due to heightened ...Read More
The costs of attending college are substantial and continue to rise at a faster pace than inflation. In today’s dollars, average annual tuition (plus fees) costs roughly $10,000 for a degree from a four-year in-state college, $25,000 from an out-of-state, and $35,000-plus from a private school. In addition to tuition, there’s living expenses, ...Read More
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A Wallet in the Sock
by Steven M. Sheldon, CFA
A Wallet in the Sock (WITS™) will help you keep your wits about you! Steven M. Sheldon takes a personal anecdote involving his dad's unorthodox vacation planning techniques and turns it into a powerful, new metaphor for achieving financial security and peace of mind.