Is it possible to predict the next bear market? Lance Roberts of RIA Advisors believes you can. He discusses the three indicators to watch. It’s time for a new tax strategy for your IRA. Forbes contributor Bob Carlson explains how changes in the tax laws call for additional planning now. You may want to skip your 3rd quarter state tax payment this year. Ashlea Ebeling describes the potential benefit of deferring your tax payment to January of 2022.
When Is The Next Bear Market? 3-Things Will Tell You — “Bear markets” require excesses that need reversion. In other words, a mean-reverting event needs “fuel.” There are several measures that suggest excesses are sufficient to fuel a meaningful reversion. Read more…
New, Post-Pandemic IRA Strategies — A lot has changed about IRAs in the last couple of years, and more changes are coming if the President and majority in Congress have their way. It’s important to re-assess your strategies. Here are the key changes of the last few years. Read more…
Senate Calls For Revamped SALT Tax Break; Skip September State Estimated Tax Payment To Save Big — The $3.5 trillion Senate budget framework approved today calls for higher taxes for high-income folks, but it also calls for what could be a big tax break for the same group: “SALT cap relief” or relief from the current $10,000 cap on the state and local tax deduction. This has important implications for third quarter 2021 estimated tax payments due September 15th. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller