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In the next few months, the drumbeat to raise taxes will continue to get louder. The Biden Administration is seeking a 3.5 trillion dollar increase in Federal income and corporate taxes to help bolster its policy agenda. There has been...Read More
Debates over government debt, taxes, and infrastructure have captured the attention of the nation this week. All eyes are on Washington and Wall Street as these events play out, with potentially far-reaching consequences that seem to...Read More
In my last article, I wrote about how billionaire Peter Theil turned an initial $2,000 contribution to his Roth IRA into $5 billion (available to him tax free), and how most Americans can take advantage of this type of arrangement if...Read More
Taxes on the Seed or the Crop? What we can learn from Peter Theil’s Roth IRA A story recently hit the news that surprised even me. It was reported by ProPublica, that an investor has amassed over $5 billion in type of retirement...Read More
Stocks drifted lower last week, weighed down by Federal Reserve Chairman Jerome Powell’s unsettling comments on the economy and signs of renewed tensions with China.The Dow Jones Industrial Average fell 2.65%, while the Standard...Read More
As you’re probably already aware, Publix recently announced a significant change to your 401(k) Smart Plan. The company has decided to only allow you to invest up to 25% of your contributions into Publix stock. Until now,...Read More