September 23, 2022
You may have heard us talk about “The 4% Rule”, or the “5% Rule” when we discuss withdrawing from your investment accounts. How do we determine what a sustainable withdrawal rate is and how much can you plan to safely withdraw.
August 31, 2022
The new plan will cancel $10,000 in federal student loan debt for individual borrowers whose income is below $125,000 ($250,000 for married couples) in 2020 or 2021, plus another $10,000 for Pell Grant recipients.
August 17, 2022
Inflation Reduction Act includes healthcare & energy items, a new corporate alternative minimum tax, & an excise tax on certain corporate repurchases of stock. Significant issues on Medicare, Health Insurance, & Tax Credits outlined here.