New IRS changes would require some non-spouse beneficiaries to take RMDs and deplete the inherited … [+] IRA under the 10-year rule. getty The passing of the 2019 Secure Act changed the rules about when non-spouse beneficiaries must begin taking money from inherited retirement accounts. Starting in 2020, instead of stretching withdrawals over your lifetime,… More
FILE – Education Secretary Miguel Cardona speaks at an event where Vice President Kamala Harris … [+] announced the cancelation of all federal student loans borrowed by students to attend any Corinthian Colleges, June 2, 2022, at the Department of Education in Washington. The Biden administration has agreed to cancel $6 billion in student loans… More
Topline Shares of Hong Kong fintech firm AMTD Digital continued to plunge on Thursday, crashing for a second day in a row after rising more than 21,000% since its July IPO, with experts calling it a new meme stock and warning investors to stay away from the stock as its valuation looks like “an absolute… More
Photographer: Michael Nagle/Bloomberg © 2022 Bloomberg Finance LP Over the last 50 years, seasonality and relative strength have proven valuable in successful portfolio management. Seasonality is very effective with most stocks. For example, Archer Daniels Midland ADM has risen 80% of the time over the last 42 years from August through December. Holding the stock… More
A stock photo of a Red Audit stamp on a 1040 US individual income tax return. Photographed at 50mp … [+] with the Canon EOS 5DSR and the 100mm 2.8 L lens. getty The rules for substantiation of charitable deductions are very strict with extra layers when a donor advised fund or property donations are… More
(Photo by Derrick Warren/Mirrorpix/Getty Images) Getty Images When most Americans think of Social Security, they think of the old age pension program. But the program is much more than that and should be strengthened for coming generations. It’s a true safety net. Do you know how it works and what it covers? Retired workers and… More
Logo of Bed Bath and Beyond in South Edmonton Common. Friday, May 20, 2022, in Edmonton, Alberta, … [+] Canada. (Photo by Artur Widak/NurPhoto via Getty Images) NurPhoto via Getty Images [Note: BBBY fiscal year ends in February] Bed Bath & Beyond (NASDAQ: BBBY), the home goods retailer, is scheduled to report its fiscal first-quarter… More
Topline Home prices, which have been shooting up since last year, grew at a slower pace in April, showing signs of a potential cool down in the red-hot housing market, according to new data from S&P Case-Shiller on Tuesday. Home prices are up significantly from last year but could cool by later in 2022 thanks… More
WASHINGTON, DC – JANUARY 27: U.S. Education Secretary Miguel Cardona delivers remarks at the … [+] department’s Lyndon Baines Johnson Building on January 27, 2022 in Washington, DC. (Photo by Chip Somodevilla/Getty Images) Getty Images Hundreds of thousands of borrowers may qualify for federal student loan cancellation under a program designed to address school misconduct.… More
Beware of the Bear? Photo credit: Shutterstock. Although the market saw a brief recovery, it now seems the decline has resumed and we may well reach the 20 percent bear market threshold for the S&P 500. But if we do get to an official bear market, how much lower can we go—and when will it… More
. In this article I present the strategy used by James O’Shaughnessy, influential investor and president of the investment advisory firm O’Shaughnessy Capital Management. Read on for how we identify stocks possessing the key characteristics O’Shaughnessy utilizes for this strategy and 25 current stock ideas from our Growth II screen. The Universe O’Shaughnessy establishes two… More
Topline Stocks fell and rates on government bonds surged on Wednesday as investor concerns about a slowdown in economic growth continued to weigh on markets, while oil jumped to a 13-week high on the back of climbing U.S. gas prices. Stocks will struggle for direction until there are “clear signs” that the Fed is taming… More
Close up of estate tax return getty Should you file a federal estate tax return for your spouse’s estate even though the value of his or her assets is less than the estate tax exemption? For answers, we asked Bruce Bell, an attorney at the Chicago office of Schoenberg Finkel Beederman Bell Glazer. Larry Light:… More
Navient (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images Navient has agreed to cancel $3.5 million of student loans. Here’s what you need to know. Student Loans Navient, one of the nation’s leading student loan servicers, has agreed to student loan debt cancellation for, in the words of New… More
Traders work on the floor of the Dow Industrial Average at the New York Stock Exchange on May 29, … [+] 2018 in New York. – US stocks retreated early Tuesday, following European markets lower as political turmoil in Italy and Spain accentuated worries about the eurozone. About 10 minutes into trading, the Dow Jones… More
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