Step Up in Basis or Captial Gains Tax?
March 31, 2021
A step up in basis is when an asset is revalued to today’s value after it has been inherited. This can have a big impact
Month: March 2021
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Roth Conversions Age Limit: When Is Too Late?
March 30, 2021
This week Paul answers this question from a listener: I’m 73 years old. So, is it too late to do Roth conversions? Listen along to
Bonds Struggle to Outpace Inflation
March 29, 2021
A recent study shows that US bond owners have to wait 57 years for the bond prices to outpace inflation. Paul talks about why bonds
Predatory Investment Companies
March 26, 2021
Some investment companies out there are taking advantage of investors. Between encouraging children to buy and sell stocks to telling investors there are no fees
Question of the Week: March 24, 2021
March 25, 2021
This week Paul and his team answer a listener question: Shouldn’t we be investing in the industries and companies of the future? Paul and Evan
New Tax Deadline, May 17th, What You Need to Know
March 24, 2021
The federal deadline to file taxes has been moved this week to May 17th. This change also affects the date to file for State Taxes
Why Invest in Bonds?
March 23, 2021
It’s easy to get confused about why we own bonds in our portfolio. Paul breaks down the key roles bonds have in your investment strategy.
Considering Roth IRA Contributions
March 22, 2021
The Investment Company Institute (ICI) finds that only 12% of people who fund 401(k)s also make Roth IRA contributions. Today, Paul and his team talk