fbpx

Thinking about the July 15th tax deadline and looking for inspiration for this article I found a plethora of quotes on taxation. One of the more uplifting ones was attributed to the American historian Albert Bushnell Hart, “Taxation is the price which civilized communities...

We are often asked, particularly by younger clients, if it is better to make tax-deferred contributions or after-tax (Roth) contributions to their IRA or employer-sponsored retirement account. While there are many rules of thumb across the internet and financial media on this topic, it is...

The Coronavirus Aid, Relief and Economic Security Act (CARES Act) has provided immediate access to retirement funds for qualified individuals that might otherwise be difficult or costly to tap. “Coronavirus-related distributions” or CRD’s are now permitted under certain circumstances from 401(k), 403(b) and IRA accounts...

Most investors are very familiar with mutual funds. Mutual funds have been around since the 1890’s, with the most common structure (open end) being established in 1924. These funds are a way for investors to access a diversified “basket” of securities. Mutual funds hold all...

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed on March 27, 2020. This is an extensive piece of legislation that will have an impact on many Americans in one way or another and hopefully offer some financial help to those struggling during...