Topics
Topic:
Wealth Management and Financial Advisors
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Important Dates 2022
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Evensky & Katz / Foldes
This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips.
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Charitable Capital Gain Harvesting – A Tax Twofer For Those Charitably Inclined
It is rare for the IRS to allow two benefits for the price of one, but for those considering charitable giving, here is a strategy to capture just that. Donating appreciated securities, a method we call charitable capital gain harvesting, allows donors to receive a double benefit from charitable contributions in the form of 1) the market…
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Dangerous Measures: The Fine Art of Calculating Returns
The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” Welcome to the math chapter. Okay, class, today we’re going to be discussing one of the most common activities for financial planners, namely, the calculation of investment returns. Accounting in some measurable way for changes…
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Should I convert IRA money to a Roth?
Should I convert IRA money to a Roth is a complex question. Before 2017 tax law allowed recharacterization (being able to undo a Roth conversion). After 2017, tax law changed and you can no longer undo a conversion. So, before converting an IRA to a Roth, think through your full portfolio and goals. Converting an…
