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Topic:
Wealth Management and Financial Advisors
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A Great Stock and a Great Investment May Not Be the Same
“That’s a great stock; I think I’ll take a big position in my portfolio.” That’s how all too many investors make their investment decisions. Mistake, big mistake. Randi: Hello, Harold. Harold Evensky: Hi, Randi. What’s new in the accounting world? R: Don’t ask. It seems like every time Congress passes a law simplifying the tax…
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Retirement Plan Solutions & Opportunities: Company Stocks
For many people, 2020 has meant leaving a job. Perhaps that job has disappeared or perhaps you are taking early retirement. This may mean you are receiving distributions from your employer retirement plan. For many people, a rollover to an IRA will be a smart decision. However, don’t assume that it is always the way…
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Capital Gains Tax Brackets: More Complicated Than You Think
Your Tax Bracket is a Product of Economics and Personal Finance For a long time, capital gain taxes were pretty straightforward. If you purchased property for investment and held it for more than a year, the government taxed any gain at a lower rate than they would ordinary income. In recent years, however, changes to the tax…
