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Do Children Need To File A Tax Return To Fund Their Roth IRA?

Posted by David John Marotta on 07-24-2016

The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount.

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Recouping Losses Is Not As Hard As You Think

Posted by David John Marotta on 07-17-2016

Many advisors and most investors don't really understand the math on how to compute investment returns.

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Double Bottom Bear: The Bear Market of 1970

Posted by David John Marotta on 07-10-2016

Bear Markets are unpredictable, but there is no reason that they should be a cause of distress.

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Roth Conversion: Take Your Required Minimum Distribution Out First

Posted by Megan Russell on 07-03-2016

A simple summary of how to meet your Required Minimum Distribution in the same year as you perform a Roth Conversion is the axiom: RMD dollars must come out first.

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Testamentary Donor Advised Funds

Posted by Austin Fey on 06-19-2016

An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren't funding it yet, but it will be funded upon your death.

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A Guide to Investing in REITs

Posted by David John Marotta & Megan Russell on 06-12-2016

REITs are one way to get some of the benefit of investing in real estate without as much of the risk.

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Can I Contribute to Both a SEP and a 401(k)?

Posted by Megan Russell & Matheson Russell on 06-05-2016

SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do.

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The Happy Habits of Appreciation and Gratitude

Posted by David John Marotta & Megan Russell on 05-29-2016

Life planning begins as thoughts and ultimately shapes our entire destiny.

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Mailbag: The Practical Limits of 1031 Exchanges

Posted by Matheson Russell on 05-22-2016

Using a 1031 exchange to turn investment property into residential property is possible, but it takes careful planning from the outset.

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How Cookie-Cutter Powers of Attorney Fail

Posted by David John Marotta & Megan Russell on 05-15-2016

This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people's wishes.

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