There are several provisions in Secure Act 2.0 that relate to ROTH IRAs and ROTH accounts within workplace retirement plans. ROTH AccountsFirst, as reminder, ROTH…
Those who reach age 72 in 2023 or beyond now have more time to opportunistically take distributions from their tax-deferred accounts in efforts to minimize…
What is an I-Bond? US Treasury Series I-Bonds (I-Bonds) are inflation-adjusted savings bonds. Interest compounds every six months (May and November), and the rates are…
As the market accepted the reality of higher interest rates, a likely recession, and heightened uncertainty, both equity and bond markets continued their decline. Below…
With inflation and recession fears dominating headlines, both stocks and bonds continued their fall in the second quarter of 2022. At times, it useful to…
As the global pandemic extended into 2021, the markets continued the remarkable run that began the third week of March 2020. Since that time, US…
Florida residents can file for a homestead exemption on their primary residence as a means to reduce property taxes. What is the Florida Homestead Exemption?…
A global pandemic, a severe and abrupt recession, and civil unrest made 2020 a truly tumultuous and unprecedented year. But perhaps the real story of…