The Money Blog
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The Secure 2.0 Act was finally passed by Congress and signed into law by President Biden. This long-awaited update to the first SECURE Act signed by President Trump in 2019 brings significant changes to retirement planning. This law will impact millions of Americans and will change many people's ...
2022 was a big year for tax savers. Tax loss harvesting was huge, and sequence risk reared its ugly head. Congress in the last minute, passed a massive piece of legislation that included many updates for retirees. We'll talk more about those next week. For now, let's talk about some last-minute ...
As we near the end of the year, taxes should be on your mind…and drops in the stock and bond markets often present great opportunities. One particular strategy capitalizes on this year’s market antics: the Roth Conversion. A Roth Conversion is a straightforward process whereby an investor shift...
Nothing will test a relationship quite like a home renovation project. As any couple who has gone through this milestone can tell you, “It ain’t no walk in the park.” Once you start opening walls, things never go as planned… hard and fast “requirements” you had go out the window. That vanity you...
As an avid Leibel on FIRE reader, I am sure you’ve picked up on the fact that I LOVE taxes. Or more specifically, I love minimizing taxes for retirees. In fact, I believe that unnecessary taxation and market losses are the two greatest threats to today's retirees. I also believe that the tax-co...
My wife and I have a deal, or rather, she has a deal, and I have no choice. The deal is that she dies first, because, as she puts it, “I can’t live without you, so I have to die first.” If only life were so cooperative.            Living a life free of regret, a life free of anxiety, means plan...
On March 29, the U.S. House of Representatives passed a bill that could have a significant impact on your retirement strategy. The SECURE Act 2.0 must still pass through the Senate before becoming law, but it got through the House with an overwhelming majority of 414-5. The “2.0” version adds to...
At the end of 2019, Congress passed the most sweeping change to retirement rules in over a decade.1 Known as the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), this legislation went into effect on January 1, 2020, and impacts retirement and estate planning rules. Here a...
Fees are a common facet of an investment plan, but it's important to understand exactly what your fees are paying for. Oftentimes, people pay fees for static management, that isn't working for them, or fees for investment options that could be replaced by lower fee solutions that actually work be...