Remember a few issues ago when we discussed the SECURE Act, the SECURE Act 2.0, and the proposed regulations issued by the IRS.  Late last week, the IRS issued a few hundred pages of Final Regs on Required Minimum Distributions (RMDs), in large part adopting the Proposed Regs as presented. Your author has not enjoyed the opportunity to dissect these Final Regs yet, but preliminary conclusions follow.

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We take a brief respite from our expedition through the IRA jungle to consider a recent U.S. Supreme Court decision that may be of great importance to you. If not, come back next time.

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Last time, we examined the breadth and depth of today’s IRA marketplace. Today, let us look at the fundamentals of IRAs, both from a practical and tax planning focus.

Also includes weekly economic insights from our investment managers.

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As we lounge on the beach in the searing heat, our minds wander to thoughts of our retirement plans, specifically our IRAs. Today we start a journey into the intricate world of IRAs, a world we all must live in regardless of our interest or skills in it, or knowledge of it. Over the next several sessions, we will cut the IRA behemoth up into digestible pieces and discretely review each.

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Continuing our investigation of President Biden’s 2024 Budget Proposals, consider the end of the favorable 20 percent income tax rates on Qualified Dividends and Long-Term Capital Gains.

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Continuing our investigation of President Biden’s 2024 Budget Proposals, we address the often under-appreciated, but incredibly useful, preferential long-term capital gains rate maxing at 20%.

Also includes weekly economic insights from our investment managers.

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Continuing our discussion of tax changes contained in President Biden’s new Budget Proposal. 

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Known as “The Green Book,” the President issues a budget proposal for the next fiscal year around this time each year. President Biden has made significant proposed changes in the past and the divided Congress has failed to implement them. Will this continue?

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Now that we have filed our 2023 returns or extensions, we will examine some tax benefits available for the taking, starting with the Electric Vehicle (EV) Credit as passed in August 2022.

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