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...]
Cost of Trying to Time the Market
Trying to time the market can be costly. If you'd invested $1,000 in the S&P 500 index in 1990, you'd have had $20,451 by the end of 2020. However, missing the best day reduced your total to $18,329. And, missing the 5 best days, reduces it to $12,917. Because a picture shows this so well, … [Read more...]
Q3 Financial Planning Newsletter
Our third-quarter financial planning newsletter is now available. It includes an update on the investment markets, along with our perspective on inflation. We also cover how to decide if you should opt-out of the child tax credit payments. In addition, we share that we've just completed our … [Read more...]
2021 Child Tax Credit Advance Payments
If your family is eligible for the 2021 child tax credit, you have the option to decide if you want to receive advance payments or not. The default is to receive the advance payments. You also have the option to opt out. If you opt out, you will still receive the full tax credit. It will just be … [Read more...]
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