2022 Tax Year: 5 Issues to Ponder Today
Increased 401(k) contribution limits, corrected 1099 forms, new IRS life expectancy tables, Qualified Charitable Distributions mistakes, and backdoor Roth IRA Conversions... Oh My!
Retirement Accounts: Your Alternatives When Moving to France
You've built up a nice retirement nest egg while working in the U.S. but decided to retire in France. What should be done with your retirement account(s) once you take French residency?
2021 in Review: Higher Inflation Leads to Cautious Outlook
The return of inflation worries is an unwelcome change for investors and makes the current environment challenging. While this development will likely lead to short-term volatility, it is in more difficult times that sticking with a well-thought-out, long-term plan is most important.
Three Challenges for Employees Dealing with Stock Compensation
Stock-based compensation is expanding to more and more companies. Yet, employees are left fending for themselves to make the most of it. Here are 3 challenges and ideas on dealing with them.
You Should Definitely (Not?) Pay Down Your Mortgage Early If . . .
Better off pre-paying your home mortgage or putting that money into long-term investments? A few things to consider...
Third Quarter 2021 Review - Time for Some Year-End Tax Planning?
An overview of the 3rd quarter in investing, Facebook issues, and a look ahead to potential tax planning opportunities.