Adjust your IRS Form W-4 to change your tax withholding rate.
Tag: Personal Finance
The Fiduciary Standard
A source of much anguish for the brokerage community, new rules could require brokers to answer to the same fiduciary responsibility as advisers.
Are College Students Still The Target Of Credit Card Issuers?
Help educate a college student about the use of credit cards. Recent legislative attempts to prevent banks from using inappropriate sales tactics to lure students to apply for credit may not be working as well as intended.
Be Aware Of An Important Tax Opportunity That Is About To Expire.
A special conversion provision offered by the IRS is set to expire on 12/31. Consult with your tax adviser if you are considering converting your traditional IRA to a Roth-IRA.
WSJ: New IRS Rules For Investors
The IRS has issued new cost-basis accounting and tracking rules for investors.
Cato-The Value of Economic Education
The Value of Economic Education
WSJ: Time to Quit Your Old 401(k)’s?
Rolling over 401(k)s from past employers requires careful analysis and proper education about your choices. While it can seem daunting, there may be benefits to making changes to your portfolios. Read and research carefully and consult a tax expert if necessary.
Do You Consider Yourself A Member Of The American Middle Class? For How Much Longer?
These days, many Americans may be feeling like they are falling behind economically. For a long time since the end of World War II, the American middle class has been a goal that most individuals and families desired to attain. What are the potential consequences for our country if the middle class were to vanish?
Who Is Looking At Your Paycheck?
Increased losses from consumer loans and recently enacted credit card legislation may provide an opportunity for many parties to begin looking at your income, with or without, your permission.
High Fund Expenses? Is Your Mutual Fund Manager Worth Their Expense?
Are you getting what you are paying for when it comes to managing your mutual funds? Could you save some money and still get near the same returns?