Health Savings Accounts (HSAs) feature useful tax advantages that make them a popular savings vehicle. In addition to allowing for ...
Executive Summary Roth conversions are, in essence, a way to pay income taxes on pre-tax retirement funds in exchange for ...
Executive Summary Tax-loss harvesting – i.e., selling investments at a loss to capture a tax deduction while re-investing the proceeds ...
A jumbo certificate of deposit (CD) works like a regular CD, except that it requires a significantly larger investment and,...
Read morePfizer Inc. (PFE) is a leading global biopharmaceutical company based in New York. The company makes money by developing and...
Read moreEnjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that...
Read moreClearPlay v. Dish Network (D.Utah 2023) Earlier in March 2023, a Utah jury sided with the patentee ClearPlay – find...
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