It is vital to consider ways to secure our finances when we retired. This is where annuities come in. They provide a steady and guaranteed stream of income for as long as we are alive....
As COVID-19 has spread from Wuhan to the rest of the world, including the United States, the coronavirus pandemic is not only a public health crisis, but it is also an economic crisis....
Posted by Flynn Financial Group Inc on 05/14/2020
Did you know that YouTube is the second largest social platform, with more than 1.5 billion visitors per month? The video distribution site is almost unmatched in terms of time spent...
With Social Security Statement, you will know your initial retirement benefits based on your income of the moment and possible income in the future.You must remember that you will...
You may be eligible for an annual credit adjustment if you received substitute payments in lieu of dividends. During a period in which shares would have earned dividends but were...
Posted by Debi G Hill, CPA on 11/26/2019
Mutual fund taxes generally include dividend and capital gains taxes, while the investor owns mutual fund shares and capital gains taxes when selling units of the mutual fund. The...
Posted by LLOYD J CAZES CPA on 11/25/2019
What is the 4% percent rule?The 4% rule is a general rule used to determine the amount a retiree should withdraw from a retirement account each year. This rule is intended to provide...
Posted by Elliot Kravitz, ATP on 11/25/2019
What are the 2 and 20 (hedge fund rate)?The global hedge fund industry has seen a downward trend in management and profitability over the last decade, challenging the traditional "2...
Posted by Advanced Accounting & Tax Planning on 11/25/2019
What is the harvesting of tax losses?The tax-loss harvesting can be said to be the act of selling a security that has experienced loss. By observing or "harvesting" a loss,...
Posted by John Pournaras Agency on 11/13/2019