How My Portfolio Is Currently Invested
During times of financial panic in the markets, sometimes you might wonder: "How's my financial planner or portfolio manager investing their own money? Do they eat their own cooking?"
During times of financial panic in the markets, sometimes you might wonder: "How's my financial planner or portfolio manager investing their own money? Do they eat their own cooking?"
Here's a financial markets update I sent to SecondHalf clients last night (March 16, 2020 PM) that may be of interest to others reading this blog.
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) and Tax Extender & Disaster Relief Act were both passed at the 11th hour and signed into law on December 20, 2019. These make several tax changes affecting folks in the second half of life.
So you've filed your income tax return for the year. What happens next? Check out this cool Taxpayer Roadmap created by the IRS Taxpayer Advocate Service.
With the close of 2019 in sight, there’s still time for several strategies that may help minimize your personal tax burden.