The very purpose of a qualified retirement plan is to provide a tax-advantaged savings vehicle for employees. The government forgoes […]
The Balancing Act: Can Qualified Retirement Plans Favor Highly Compensated Employees? Read Post »
The worlds of technical analysis and value investing are often portrayed as philosophical opposites. Value investing, pioneered by Benjamin Graham
The Precision of Patience: Can Point & Figure Charting Be Used for Value Investing? Read Post »
In an era of increasing financial transparency and data aggregation, the privacy of one’s financial affairs is a growing concern.
The Veil of Privacy: Who Can Discover Your Retirement Plans and How? Read Post »
The venture capital (VC) asset class has long been the exclusive domain of the wealthy and well-connected. Traditionally, access to
Democratizing Venture Capital: Can Non-Accredited Investors Access VC Index Funds? Read Post »
For public employees in Arizona, such as teachers, state agency workers, or municipal employees, saving for retirement often involves two
Navigating the Merger: Transferring a 401(k) into an Arizona State Retirement Plan Read Post »
For decades, retirees enjoy the tax-deferred growth of their retirement accounts—401(k)s, 403(b)s, IRAs, and more. The bill for this tax
The RMD Conundrum: Can You Combine Retirement Account Distributions? Read Post »
In the intricate landscape of corporate finance, the valuation of short-term investments sits at a critical junction between operational reporting
Within the complex architecture of qualified retirement plans, the option to take a loan can be a valuable liquidity feature
The Prohibited Transaction: Why Retirement Plan Loans to Partners Are Forbidden Read Post »
The 403(b) plan, often referred to as a tax-sheltered annuity, is a cornerstone of retirement security for employees of public
The Unshielded Safe: Can the IRS Seize Your 403(b) for Unpaid Taxes? Read Post »
In the world of finance and accounting, the treatment of investments on a company’s balance sheet is a matter of
Mark-to-Market: Can Investments Be Written Up to Their Fair Market Value? Read Post »
For the astute investor, a market downturn is not just a period of paper losses; it is a landscape of
The Tax-Loss Harvesting Playbook: Using Investment Losses to Offset Dividend Income Read Post »
For millions of Americans, H&R Block is synonymous with tax season. Its storefronts, online platform, and team of tax professionals
Beyond the W-2: Evaluating H&R Block’s Role in Retirement Planning Read Post »
