The Retirement Report

The 10 Year US Treasury yield closed @ 1.55% last Friday, up .09 for the week, whacking technology stocks!  For the week, the Nasdaq Composite fell…

Today’s blog will cover capital gain taxes on the sale of individual stocks in a non-retirement account.  This is the tax calculation for your FEDERAL Taxes.…

Rising Rates pushed equities in the red last week, overshadowing positive momentum in the weekly economic data. Our 10-year US Treasury yield rose to a high…

Stocks appear to be digesting this fact: interest rates are truly rising. I’ve suggested in prior blogs that if rates rise gradually and stay within a range,…

Taxes Pull Money Directly From Your Wallet!  Keep a monthly log of your IRA contributions, charitable donations and anything you believe may have an income tax…

Stocks climbed higher last week continuing to anticipate the economic re-opening will release an abundance of pent-up demand. The belief is this massive demand is expected…

President Biden has signed “Executive Orders” more than any president since F.D. Roosevelt. So far, he’s up to 28 in the first 2 weeks.  The pen…

– Tax Rates, Tax Brackets, deductions and opportunities constantly change. – This is no such thing as a truly permanent tax law. – Tax-Diversification is beneficial…