Five emerging themes for US stock investors
- Financial Times
Active portfolios need to take into account factors such as risk management of giga-caps.
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Medical Professionals: A Prescription for Your Financial Health
- Broadridge Content
Medical professionals may consider seeing a financial professional to ensure their finances receive proper care.
Required Minimum Distributions
- Broadridge Content
Required minimum distributions, often referred to as RMDs or minimum required distributions, are amounts that the federal government requires you to withdraw annually from traditional IRAs and work-based retirement plans after you reach age 73 (75 for those who reach age 73 after December 31, 2032; prior to December 31, 2022, the age was either 72 or 70½, depending on your year of birth). You can always withdraw more than the minimum amount from your IRA or plan in any year, but if you withdraw less than the required minimum, you will be subject to a federal penalty.
Retirees Expect Their Home to Be a Financial Safety Net. They Shouldn’t.
- The New York Times
Older homeowners often can’t afford to maintain their houses or don’t understand the value in updating them. And that can mean thousands lost when they sell.
Warren Buffett's first tax return showed $7 owed to the IRS. The then-paperboy and former Berkshire Hathaway CEO is now worth $143 billion
- Fortune
Buffett’s IRS story arc is a strange one: the 14-year-old who carefully wrote off bicycle repairs became the billionaire arguing that billionaires like him are undertaxed.
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