Investing for Life
This week’s reader question is about the child tax credit for 2021: What should I know about eligibility and financial planning implications for the new child tax credit? Andrew Busa, Manager of Financial Planning, had this to say: The American Rescue Plan made significant updates to the child tax credit for …
In April, we parsed every Vanguard and Fidelity fund and exchange-traded fund (ETF) to highlight the most (and least) tax-efficient among them. This week, we look at how ETFs and funds differ in how their tax status impacts your portfolio’s bottom …
This week’s reader question is about future tax hikes: What does the Biden tax plan mean for investors? Should I be making changes to my financial plan or portfolio at this point? Vice President of Wealth Services Patrick Carlson had this to say… The first thing to remember is that all the …
Please note: This update was prepared on Friday, May 28, 2021, before the market’s close. Wall Street prepared to end the sunny month of May in the black, despite mixed data this week revealing a fair-to-middling economic recovery experiencing pandemic-related whiplash. While inflation spiked, personal incomes dropped double digits, durable goods orders …
On Thursday, April 22, markets abruptly sold off on news that President Biden was considering raising capital gains taxes on investors in the highest tax bracket. Was this knee-jerk response merited? Chief Investment Officer Jim Lowell looked at the potential impact of a capital gains tax hike in …
Helping You Answer and Prepare For Life’s Big Questions
Two weeks ago, we briefly discussed the IRS notice that offered relief to anyone who took a required minimum distribution (RMD) early in 2020—extending and expanding on a CARES Act waiver that gave people additional time to return that money to retirement accounts, penalty-free. Here’s a little more detail on the key …
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