Do you own after-tax stock mutual funds? The recent decline in the stock market caused by the coronavirus may have created a tax trap that will be triggered later this year. I have a few ideas that may remedy the problem. Listen to learn. … [Read more...] about The Coronavirus Stock Market Crash Tax Trap!
Retirement Planning
How will the coronavirus affect Social Security?
There are four ways that the coronavirus pandemic will affect Social Security and Medicare! Listen to the replay of the May 5th live steam to learn what you can do to mitigate and influence change on a personal and national level. … [Read more...] about How will the coronavirus affect Social Security?
Don’t Just Do Nothing With Your Retirement!
Do you think that doing nothing is the best thing for your retirement account? Maybe or maybe NOT. On The Retirement Learning Lab live stream today, I discussed issues and opportunities that the COVID-19 crisis poses to retirement plans. Join me Tuesdays on Facebook, Twitter, or … [Read more...] about Don’t Just Do Nothing With Your Retirement!