In this series of blog posts I'm discussing taxation in retirement and the concept of paying as little tax in retirement as possible over the course of your lifetime.
So, I'm guessing that the coronavirus lockdown is getting to you by now (Okay, it's getting to me) and you are finally bored enough to read a personal finance article. Thanks, I'm glad you are here!
Here's my iron clad rule about taking money out of your retirement accounts:
Always do so by paying the least possible amount of
income and estate taxes.
The Senate has unanimously passed the massive “Coronavirus Aid, Relief, and Economic Security Act,” or the “CARES Act,” and it is expected to be passed by the House and signed by the President on Friday. The legislation includes a waiver of required minimum distributions (RMDs) for 2020.
Being a Certified Financial Planner Practitioner can be like being a mechanic sometimes. Someone reads an article, or talks to a competitor, and gets all excited about a financial planning concept that may (or may not) be useful to them.
Nothing is more of a wakeup call to me than when I meet with someone in my official and professional LPL Financial Planner office than when someone lectures me on the grow
As a single guy, you would be correct in guessing that my house if full of gadgets. I have a great stereo, grind my own coffee beans, have the latest IPhone and just this month I added my own robot.
There is one and only one social responsibility of business–to use it resources and engage in activities designed to increase its profits so long as it stays within the rules of the game, which is to say, engages in open and free competition without deception or fr
Ark Research recently published this blog on some of the benefits of the 5 Disruptive Technologies that have attracted our interest here at Latitudes Financial:
In our continuing discussion of 5 Disruptive Technologies we examine ARK Investment Research's commentary on robotics. The Five technologies: Robtoics, Autonomous Vehicles, Artificial Intelligence, Genomics and Financial Technology.