We don’t normally invest much energy in discussing pending legislation until it becomes law. However, the Build Back Better reconciliation bill introduced in Congress on September 13 creates a time-sensitive opportunity for Roth conversions of after-tax dollars. Beginning in 2022, after-tax … [Read more...]
FAQs on RMDs from Inherited IRAs
When the SECURE Act was passed by Congress at the end of 2019, the rules changed for most future Inherited IRA holders. But wait… wasn’t there also the CARES Act in 2020 that allowed ALL IRA owners to forego taking their required minimum distribution (RMD) for 2020? Yep. Between the SECURE Act … [Read more...]
Should You Do Tax Planning Now for the Biden Administration
A lot's being written right now about how to prepare for the Biden tax plan. There are click-bate headlines warning of actions you must take now before December 31, 2020. Before we take any tax planning actions, we need to consider the various scenarios that could unfold. First, we won't know … [Read more...]
How Stocks Perform in Election Months
As we wait for votes to be counted this morning, it may be helpful to put stock market returns in historical context. The attached graphic from Dimensional Fund Advisors shows performance of stocks in the months of presidential elections going back to 1926. You'll notice there's not a consistent … [Read more...]
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