Tax Season Over
SEC Fines Betterment, A Robo Advisor
Medicare Advantage | Bill Increased By 10x
Does this matter? Of course, it does. Does this mean that Medigap is better? Not necessarily, but you cannot get away from the fundamental differences between Medigap and Medicare Advantage.
This easy example illustrates my point.
AI The Future Of Investing? Yes, but…
Opinion: artificial intelligence, active indexing, robo-advisors will continue to grow. It would be crazy for this to not occur.
AI learns constantly
Humans believe in Numeratorville, which is fine, except it requires that the denominator is stable and lower.
Machines don’t get married to a losing position, it coldly sells if it determines that a security or strategy doesn’t work, or if something has fundamentally changed.
That doesn’t mean that the transition will be simple. The entire advisory business will not go down without a fight. And then there’s this.
Roth IRA | The Basics
In combination with tax-loss harvesting, you could get both lower taxes (see your accountant for counsel) and have the gains tax-free, without changing the risk of your overall portfolio.
There can be a silver lining for those contributing from non-qualified (post tax) accounts. For qualified accounts, you would need to convert (which is different from contributing), in which case, you would be receiving taxable income. That means that you would be required to pay taxes on the amount that you convert (in April 2024).
Given that there are higher interest rates now, the interest earnings could, in effect, ‘make up’ for the tax bill that you would owe in 2024.
Medicaid Redetermination Is Here
From sea to shining sea, 100% probability.
Please share Jae’s Corner, there is almost no community, nationwide, which will be unaffected. Here are the guidelines, and then another video to show how to get access to the ACA with the lower premiums, deductibles and out of pocket maximums via Medicaid expansion..