Tag Investing

8 reasons to open a solo 401k plan

8 reasons why entrepreneurs should open a solo 401k plan

Updated for 2024 What is a solo 401k plan? The solo 401k plan is a powerful tool for entrepreneurs to save money for retirement and reduce their current tax bill. These plans are often ignored and overshadowed by the more…

Roth IRA Contribution Limits 2024

Roth IRA Contribution Limits for 2024

The Roth IRA contribution limits for 2024 are $7,000 per person, with an additional $1,000 catch-up contribution for people who are 50 or older. There is a $500 increase from 2023. Roth IRA income limits for 2024 Roth IRA contribution…

Tax-loss harvesting. How to maximize your after-tax returns.

Tax loss harvesting

What is tax-loss harvesting? Tax-loss harvesting (TLH) is a strategy that you, as an investor, can use to reduce your capital gains taxes and potentially maximize your future after-tax returns. The TLH strategy involves selling an investment in a taxable…

Where to invest your money in 2023?

Where to invest your money in 2023

Where to invest your money in 2023? The last few years have been a rollercoaster for stock and bond investors.  First, we had to deal with covid lockdowns and supply chain disruptions. Then came the war in Ukraine and the…

Where is the stock market going in 2023?

Where is the stock market going in 2023

The stock market posted impressive gains in the first two months of 2023. It’s fair to say that the strong market rally in January caught a lot of market experts and investors off guard. The general mood at the end…

Why investors should cheer this bear market

Why investors should cheer this bear market

There is no doubt that 2022 has been a brutal year for investors. Many marquee household companies are down 30%, 40%, and 50%. Some have posted their worst performance in their history. The conservative bond investors didn’t have much to…

Bear market bottom and 10 sign to help you recognize it

Bear market bottom

A bear market bottom is often elusive and hard to identify. Every investor dreams of timing the stock market bottom and consistently buying low and selling high. But in reality, catching the bear market bottom is hard, even for experienced…

Cash is king and stocks are on sale

Cash is king and stocks are on sale

The stock market certainly feels like a rollercoaster these days. We had a strong finish in 2021, but almost everything went downhill from there, except for oil and inflation It has been a while since I wrote a mid-year market…

Ten Successful tips for surviving a bear market

Survive bear market

Surviving a bear market can be a treacherous task even for experienced investors. If you are a long-term investor, you know that the bear markets are common. Since 1945, there have been 14 bear markets—or about every 5.4 years. Experiencing…

Inflation is a tax and how to combat it

Inflation is a tax

Inflation is a tax. Let me explain. Inflation reduces the purchasing power of your cash and earnings while simultaneously redistributing wealth to the federal government. When prices go up, we pay a higher sales tax at the grocery store, restaurants,…

Roth IRA Contribution Limits 2023

Roth IRA Contribution Limits for 2023

The Roth IRA contribution limits for 2023 are $6,500 per person with an additional $1,000 catch-up contribution for people who are 50 or older. There is $500 increase from 2022. Roth IRA income limits for 2023 Roth IRA contribution limits…

Roth IRA Contribution Limits 2022

Roth IRA Contribution Limits for 2022

The Roth IRA contribution limits for 2022 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. There is no change from 2021. Roth IRA income limits for 2022 Roth IRA contribution limits…

Successful strategies for (NOT) timing the stock market

Timing the stock market

Timing the stock market is an enticing idea for many investors.  However, even experienced investment professionals find it nearly impossible to predict the daily market swings, instant sector rotations, and ever-changing investors’ sentiments. The notion that you can perfectly sell…

Understanding Tail Risk and how to protect your investments

Understanding tail risk

What is Tail Risk? Tail Risk is the possibility of suffering large investment losses due to sudden and unforeseen events. The name tail risk comes from the shape of the bell curve. Under normal circumstances, your most likely investment returns…

Five Investment Ideas for 2021

Investment Ideas for 2021

Investment ideas for 2021.  2020 was a challenging and transformative year. The world was battling with a new virus that spread nondiscriminatory around the globe. Entire countries shut down to protect themselves from the hidden enemy. As it happens always…

Roth IRA Contribution Limits 2021

Roth IRA Contribution Limits for 2021

The Roth IRA contribution limits for 2021 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. Roth IRA income limits for 2021 Roth IRA contribution limits for 2021 are based on your…

IRA Contribution Limits 2022

IRA Contribution Limits for 2022

The IRA contribution limits for 2022 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. Contribution limits remain the same as 2021. What is an IRA? IRA or Traditional IRA is a…

IRA Contribution Limits 2021

IRA Contribution Limits for 2021

The IRA contribution limits for 2021 are $6,000 per person with an additional $1,000 catch-up contribution for people who are 50 or older. What is an IRA? IRA or Traditional IRA is a tax-deferred retirement savings account that allows you…

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