Category Archives for FS

Creating your own St. Patrick’s Day Pot of Gold

Creating your own Pot O'Gold March, the month for green. Not in the sense that spring is coming complete with the anticipation of green leaves and green grass that needs mowing (sorry, that part can wait).

Your Ulysses Contract

The Ulysses Pact: Navigating the Siren Sounds of Investing.Becoming a wizened investor is a hero's journey. It takes the proper mix of trust, optimism, and restraint to keep yourself from plunging headlong

Intro to ADX 2021 09 02

RMDs Suspended for 2020

The CARES Act signed into law earlier this year waives all required minimum distributions (RMDs) for 2020.What if you already took your annual RMD? The IRS has granted a rare tax time machine to un-do

The IRS is on your side!

For once.In a stunning turn of events the IRS is allowing any RMD taken thus far in 2020 to be "rolled-over" into a qualified plan or IRA by August 31, 2020.The one rollover per year - suspendedRMDs suspended