Savings Corner
DECEMBER 25, 2023
An IRA, or individual retirement account, is a tax-advantaged account that savers open on their own through a bank, credit union or brokerage. Types of retirement accounts In general, contributions to retirement accounts can be made pre-tax, as in a 401(k) or a traditional IRA. A 457 plan is offered to government workers.
Family Balance Sheet
AUGUST 17, 2011
Bank Statements - One nice thing (among many) about the electronic age is that banks keep statements online up to a couple of years. Our personal bank has statements online all the way back to 2006. This final number will help to lower your capital gains tax. You'll need proof of gains or losses at tax time.
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Prairie Eco-Thrifter
JANUARY 12, 2014
Examples of financial advisor suggestions that would have steered my family wrong: An estate trustee at a bank recommended selling off Chevron stock that my Aunt owned “because it is too risky”. Vanguard’s Personal Financial Planner thought I should change invest all my retirement money in bonds when I moved it from my 401K to an IRA.
Prairie Eco-Thrifter
MAY 10, 2012
PFP presents Investment Tax Management posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.”
Prairie Eco-Thrifter
JANUARY 28, 2011
The Wisdom Journal tells us how we can avoid 57 tax mistakes. Moolanomy tells us how we can reach our savings goals by using virtual bank accounts. Personal Finance by the Book askes if we should borrow from our 401K? This week he talks about the income statement which is something we need to have in order to file our taxes.
Prairie Eco-Thrifter
APRIL 6, 2012
PFP presents Investment Asset Tax Location posted at Pasadena Financial Planner , saying, ” As you move your cash, bond, and stock financial assets into lower cost, more broadly diversified investment mutual funds and/or ETFs, you should also consider how to “locate” your investment asset allocation with respect to more optimal taxation.
Prairie Eco-Thrifter
JULY 4, 2011
It was during this rather taxing weekend that I was reminded of how great a loving family can be. Crystal from Stupid Cents talks 401k Allocation and where to put your money. This week I am reminding you all about those special people in your life- your family. Families are our rock, our support system, and our fans.
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