With a lighting fast whirl wind trip almost over as you receive this – on the way back for later tonight… Will keep this short! Some Economic news to review next week, April Monthly Review and Video – yay ….…
As popularity of new Asset Classes grow, we like to keep a watchful eye. Rapid growth in an Asset Class can, historically speaking, lead to an overly aggressive participation and some time unknown danger. Private Credit While we could drone…
With only a very few paper receivers of information, this post is not for you, so talk later in the week…. For the vast majority of you, we know you hate paper delivery of statements and any other filling of…
BENEFICIARY ONLY – RMD 10 YEAR EMPTY WIAVER Overly excited and happy to be wrong by the discovery of another year of RMD Waivers for BENEFICIARY IRA RMD’s announced Mid Week here– the title was not clear… My Bad…. Sorry…
While we VERY carefully spoke of this rule change in our Q1 2024 Newsletter – On good authority the 10 Year annual MANDATORY RMD’s would likely commence this year… WRONG! IRS Waives Mandatory Annual RMD on 10 Year Rule Bottom…
With the 16-year-old still trying to share whatever summer or early spring junk he has with me and trying to fight it off. I will keep this short, but wanted to touch on it. It fits well in our Advanced…
Yay…. We are collectively on the home stretch of tax season…. We know it has been a tougher season with extra forms due to the merger, but we are very proud of you guys… You did very well! The Extension…
As we look back to the first quarter of 2024, which for the record went by at warp speed, a few items stand out in our minds. We also have reminders for later in the year, with specific reminders of…
Today in our location in early afternoon we will experience a Total Eclipse…… What is surprising is the amount of people who have come to our area to view…. Several contacts with family members in town, local authorities on full…
AI Content Authenticity: AI used for Uncle Sam picture. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below…
