Are Your IRAs Compliant with the IRS RMD?: Part 2
In my conversations with you, we talk about your income needs for the year. Yesterday, I wrote to you about the required minimum distribution...
A Bright Beacon of Freedom, A Lighthouse…
In 2025, New Hampshire eliminated its tax on investment income, opening its doors wide open for retirees living on a fixed income.
Sure, municipal bonds...
Truckers Face Higher Fees as NYC Implements Congestion Pricing
Paul Berger of The Wall Street Journal reports that New York City’s new congestion pricing plan charges heavy-duty trucks $21.60 to enter Manhattan south...
Flat Tax: The Next Step in Tax Reform
You saw during the pre-Covid era in the first Trump administration what kind of economic power the Tax Cuts and Jobs Act (aka, the...
The Property Tax Revolt in North Dakota
Andrew Keshner of MarketWatch reports that North Dakota voters could end property taxes — and pour ‘gas on the spark’ of a growing tax...
Estate Planning, Gifting Money, Taxing Unrealized Gains?
In my conversations with you, we talk about estate planning and gifting money. A common refrain I hear is, “We want to give money...
Big Box Investing and Taxes: Vanguard Is BlackRock
When it comes to investing, don’t let taxes wag the dog. Everyone wants the best way to save on taxes, but to consolidate assets...
The Oracle of Omaha’s Ugly Tax Prediction
Your Survival Guy noted some unsavory comments from Warren Buffett at the recent Berkshire Hathaway annual shareholders meeting. Buffett, the "Oracle of Omaha," suggested...
Which Are the 5 Best and Worst States for Sales Taxes?
Chances are, if you're living in one of America's worst states for sales taxes, you already know because you feel it every time you...
New Rule Could Put Contractors on the Payroll
David Harrison and Preetika Rana of The Wall Street Journal are reporting that a new Biden administration rule could impose stricter tests for Uber,...