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So far News Room has created 48 blog entries.

What’s a QCD- and Why Taxpayers Need to Know the Answer Now by Glenn RUffenach of the WSJ

Categories: Knowledge Center|

What’s a QCD—and Why Taxpayers Need to Know the Answer Now

Thanks to tax-law changes, qualified charitable distributions are more attractive than ever for IRA holders

By

Glenn Ruffenach

Sept. 23, 2018 10:02 p.m. ET

Older adults who donate to charities—and don’t like taxes—need to get very familiar, very quickly, with qualified charitable distributions.

That’s the advice financial planners are giving […]

Here’s How much you need to save each month to be a millionaire in 15 years

Categories: Knowledge Center|

Mike Stobe | Getty Images Sport | Getty Images

The World Isn’t as Bad as Your Wired Brain Tells You by Christopher Mims of the WSJ

Categories: Knowledge Center|

Magnified by the internet’s algorithms, our primitive biases make our fears go viral

By

Christopher Mims

Aug. 31, 2018 7:00 a.m. ET

Ever wonder why people’s perception of the incidence of crime, terrorism, kidnapping and other violent acts is often much higher than the reality? Why the U.S. is becoming a low-trust society? Why Americans are collectively in a […]

Your Kids Could Lower Your Tax Bill Like Never Before

Categories: Knowledge Center|

Your Kids Could Lower Your Tax Bill Like Never Before

There’s a new tax break for many parents, but it ends when college expenses are approaching

 

ILLUSTRATION: RIKI BLANCO

60 COMMENTS

By

Laura Saunders

Aug. 31, 2018 5:30 a.m. ET

Thanks to the new tax law, millions of American families will begin getting a $2,000-per-child break on their taxes—right up to when college […]

When to Ignore the Crowd and Shun a Roth IRA by Laura Saunders of the WSJ

Categories: Follow Us, Knowledge Center, Learn|Tags: , , , , , |

‘Stealth’ taxes and financial aid implications are among the factors savers should consider when switching accounts

No, Stocks Aren’t Cheap, but Don’t Act Rashly by: Jason Zweig of the WSJ

Categories: Knowledge Center|

What long-term investors should do amid hazards that might make the stock market crash

The Real (and Often Overlooked) Estate Planning Issues

Categories: TRO Newsletters|Tags: , , , |

 

TRO Newsletter, August, 2018 

 

The Real (and Often Overlooked) Estate Planning Issues

 

What is your primary goal with estate planning? When asked, you may answer with this: “To pay as little tax as possible.” After the Tax Cuts and Jobs Act of 2017, less than 1 in 10,000 decedents’ estates, or 0.0001%, will owe federal estate taxes. […]

2018’s Best & Worst Places to Retire

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2018’s Best & Worst Places to Retire

Aug 14, 2018  |  Adam McCann, Financial Writer

After putting in decades of hard work, we naturally expect to have financial security in our golden years. But not all Americans can look forward to a relaxing retirement. According to the Employee Benefit Research […]

The Market Isn’t Going to Save You From Saving Too Little by James Mackintosh of the WSJ

Categories: Blog, Follow Us, Knowledge Center|Tags: , , , , |

  • The Market Isn’t Going to Save You From Saving Too Little

Looking at the long run performance of markets probably overstates what you can expect to earn in the future

The Number One Mistake People Make in Estate Plans

Categories: Blog, Knowledge Center, TRO Newsletters|Tags: , , , |

 

 Estate planning is complex, but the number one mistake people make is actually quite simple. Perhaps so simple that it is overlooked: Coordinating the title of assets with the plan. After years of meeting with clients, estate planners agree this is a consistent theme. It can be disturbing how often the assets do not seem […]

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