by Kenny | Aug 2, 2018 | IRA BLOG
There has been talk in Congress about indexing capital gains for inflation. This has largely been under the radar… until this week when the story hit the front page of the New York Times, where the story states that the White House might try to do this on its own... by Kenny | Aug 2, 2018 | blog, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter
The Algarve region provides all that a continental lifestyle has to offer, from medieval towns and fishing villages to open-air markets and local wine. Retirees can choose to live or retire in any country in the world. A move to a new country can allow you to live... by Kenny | Aug 1, 2018 | Market review and Outlook
The US stock markets rose during the month of July as mostly strong corporate earnings trumped weakness in Technology shares. Additionally, fears of a prolonged trade war with China eased a bit as news reported that Treasury Secretary Steve Mnuchin and Chinese Vice... by Kenny | Aug 1, 2018 | IRA BLOG
IRA distributions and Roth IRA conversions can affect the size the Medicare premiums you pay. Here’s how, and what to do about it. Means Testing Medicare Medicare consists of four “parts.” Part A, which covers hospital costs, is paid for by the... by Kenny | Jul 30, 2018 | IRA BLOG
Do you have after-tax dollars in your IRA? This could be from making nondeductible contributions to your IRA or rolling over after-tax funds from your company plan to your IRA. If so, you will want to know about the pro-rata rule. The pro-rata rule is a rule that...