by admwiu | Dec 5, 2023 | Investment management, Newsletter
Mutual funds pool investment dollars from many individual investors to purchase a group of selected securities aimed at meeting a particular objective. This offers a convenient way to invest across a wide range of market activity that would be difficult for most...
by admwiu | Dec 5, 2023 | Cash flow & debt, Newsletter, Tax planning
A 2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills...
by admwiu | Dec 5, 2023 | Newsletter, Retirement
Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits. If you’re looking forward to receiving your Social Security benefits, whether in one year or 30 years, you may be curious about some of the basic...
by admwiu | Dec 5, 2023 | Newsletter, Tax planning
If you own an IRA and all your contributions were made with pre-tax funds, your withdrawals will be taxed as ordinary income in the year of the distribution. But if you also made after-tax contributions, determining the taxable amount of your distributions may not be...
by admwiu | Dec 5, 2023 | Investment management, Newsletter
Publicly traded companies are required to disclose their financial performance to regulators and shareholders on a quarterly basis. News organizations and investors pay close attention to these reports because they tend to impact stock prices, with strong earnings...
by admwiu | Dec 5, 2023 | Newsletter, Retirement, Tax planning
The SECURE 2.0 Act, included in the federal spending bill passed in late 2022, dramatically changed the landscape for required minimum distributions (RMDs) from tax-deferred retirement accounts. As part of the effort to strengthen the nation’s retirement system, the...
