Another tax filing season has come to an end. You might have used an online service like TurboTax, enlisted the aid of a tax professional, or, as some of us still do, used paper and pencil and good old-fashioned arithmetic.… Read more
Recent blog posts by Ellen Rinaldi
Now that Roth IRA conversions are available to people who previously hadn’t been eligible, there’s been quite a spike in coverage. However, the spotlight should probably be focused more on those who can have a Roth, but as yet do … Read more
I occasionally participate in webcasts, taking questions from Vanguard investors on various financial topics. Almost invariably, someone asks about reverse mortgages. Should they or shouldn’t they? How do they work? And are they legitimate?
Last question first: Yes, reverse mortgages … Read more
Every year, many investors find themselves “buying a distribution” and incurring liabilities that could have been avoided or at least deferred.
Tax law requires that realized gains in a portfolio be distributed at least annually, typically in December. If you’re … Read more