2016 Retirement Planning Taxes 
The Big Picture
NOVEMBER 27, 2023
This is before we get to the issue of capital gains taxes, which create a hurdle of (minimum) 20% on those pesky profits just to get to breakeven. When you get it wrong, it crushes your retirement plans. Let’s add some color to the discussion on timing itself and add a little nuance.1
Darrow Wealth Management
JULY 1, 2024
The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. Here’s a summary of the major tax law changes coming in 2026 and some steps individuals and business owners can take to prepare. For some, this may lead to more taxes paid on capital gains.
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Getting Your Financial Ducks In A Row
OCTOBER 17, 2022
This original IRA was not deductible from income for tax purposes, and the annual contribution limit was the lesser of $1,500 or 15% of household income. 1978’s Revenue Act implemented the Simplified Employee Pension IRA (SEP-IRA), which provided for a contributory retirement account, primarily for small businesses. billion by 1981.
Random Roger's Retirement Planning
JANUARY 18, 2025
The article shows being updated in 2016 but not by me, the URL has the 2004 time stamp. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I wrote an article for Motley Fool in May of 2004 saying I didn't want to own the stock and spelled out why.
Random Roger's Retirement Planning
JUNE 26, 2024
In the 11 full and partial years we can see that Portfolio 2 lagged by a lot in 2016 and 2020. You can also see a long run from 2016 to 2021 where it was pretty far behind 60/40. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.
Brown Advisory
NOVEMBER 12, 2015
Strategic Advisory Letter | 2015 Year-End Planning Checklist. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Thu, 11/12/2015 - 11:10.
Random Roger's Retirement Planning
MARCH 7, 2024
Dropping from $27 down to $16 like in 2016 is a very difficult thing to sit through. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. I added in price levels of a few peaks along with subsequent declines.
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