Por: The Hill Business November 10, 2022
Consider a retired individual, 72 years old, with $100,000 invested in a retirement account at the end of last year, 50 percent broadly invested in stocks and 50 percent in a Treasury bond portfolio. As of Oct. 27, this model portfolio retirement account has declined in value to $82,400, the worst annual performance of a 50/50 portfolio in the last 60 years , including the years of horrible stock market performance in and . requiring... + full article
Forbes USA Business November 17, 2022
Retirees should pay off their existing mortgage with a reverse mortgagegetty About 60% of the homeowners reaching 62 today have outstanding mortgage balances, and most of them have limited financial assets. Such retirees, concerned (as most are) with having enough spendable... + más
4 ways a reverse mortgage can help you | CBS News
Don’t Be Complacent During The “Critical Retirement Decision” Zone | Forbes
Orlando Sentinel USA Entertainment November 05, 2022
Tucked in the woods of urban Orlando, just off Forsyth Road near Colonial Drive, there’s trouble afoot with enemy troops lurking and the scene of a plane crash in the trees. At least this is the narrative tourists will experience while driving a 17-ton tank — what some might... + más
Music listings: Oct. 14-20 | Orlando Sentinel
Music listings: Oct. 7-14 | Orlando Sentinel
Forbes USA Business November 04, 2022
Founder and Financial Advisor of , a leading independent wealth management and tax and accounting firm in Texas. getty As we enter the fourth quarter, it’s an optimal time to begin implementing year-end tax-saving strategies and review critical areas in your finances to ensure... + más
Council Post: 14 Essential Activities For Every Small-Business Owner’s Q4 Financial Checklist | Forbes
3 ways to get a bigger tax refund | CBS News
Forbes USA Business November 01, 2022
If you miss a required minimum distribution from an IRA account that was inherited in the same year ... [+] the account owner died, what should be your next steps be to remedy the situation?getty Surprise: Failed RMDs Can Affect Beneficiaries of Any Age One of the stiffest tax... + más
IRS Waives The 50% Excise Tax For 2021 And 2022 RMD Failures For Some Beneficiaries | Forbes
'This is a real benefit': IRS has good news if you filed your taxes late during the pandemic —but you need to act before this deadline | MarketWatch
Forbes USA Business October 11, 2022
If you did not take your required minimum distribution from your inherited IRA in 2021 or 2022 because of the confusing messaging from the SECURE Act, and you fall into a specific class of beneficiary, you do not owe the usual 50% excise tax on RMD shortfalls. Friends meeting up... + más
IRS Extends Tax Deadlines For Hurricane Ian Victims In North Carolina And South Carolina | Forbes
Lack Of Guidance Regarding Stock Buyback Excise Tax Worries Companies | Forbes
CNBC USA Business October 10, 2022
Zinkevych iStock Getty ImagesIf you inherited a retirement account in 2020 or 2021, the IRS is waiving penalties for some heirs who needed to start taking required minimum distributions right away, according to a .The new rule won't apply until 2023.Typically, there's... + más
Got a tax extension? The deadline for filing your return is almost here. | CBS News
Republicans plan immediate IRS oversight if they take control of the House | Fox News
Forbes USA Business October 08, 2022
Don't ignore or put off critical decisions you face as you transition into retirement. getty As you transition into retirement, you face many important decisions that will impact your quality of life for the rest of your life. The trouble is, many people ignore or put off... + más
Hurricane Ian Reminds Us Of 3 Retirement Risks Few Consider | Forbes
Think retirement is out of reach? Here's what you need to know | Los Angeles Times
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