Category: Tax Planning
Updated on February 21, 2018
Where Should I Invest My Money? [And The Fall Of The Greek Empire]
It’s the most common inquiry in the investment industry (neck-and-neck with, “When can I retire?”): “Where should I invest my money?” While it’s a very simple question to ask, and admittedly an important, pertinent one, it’s quite ambitious …
Updated on January 3, 2018
Roth IRAs: When Should You Take Distributions?
The benefits of contributing to a Roth IRA are significant, as it, along with Healthcare Savings Accounts, enable not just tax-deferred investment compounding, but tax-free investment withdrawals (if certain conditions are met, see below) without a required schedule. …
Posted on May 26, 2017
Taxation of Insurance Payouts by Product: A Quick Reference
Insurance products are incredibly complex. The policies can have documentation longer than most novels, filled with legal jargon, caveats, restrictions, riders, hidden fees, and a host of other variables that can at times make your mind spin. And those are …
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Posted on December 29, 2017
TAX CUTS AND JOBS ACT: Winners, Losers, and Investment Strategies
by pete.shannon@ebis.biz
The Tax Cuts and Jobs Act (TCJA) is a 500+ page piece of legislation passed by both houses of Congress and signed into law on Friday, December 22, 2017, with most of its provisions affecting taxes in 2018 …
Category: Market Commentary, Tax Planning Tags: Debt Refinancing, Domestic Equity, Duration, High-yield Debt, Home Prices, Inflation, REIT, Roth IRA, TCJA