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 ...
It is hard for me to believe that the US Supreme Court is hearing the case of Jack Daniels vs...
Read moreCOVID-19 is still raging throughout the U.S., and in much of the world it has never stopped doing so. Safe...
Read moreEnjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that...
Read moreby Dennis Crouch In a prior post, I mentioned that the Copyright Office had canceled the registration for “Zarya of...
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