Archive - 2019

1
Defined Benefit Pensions
2
#Luck Often Plays A Role In Stock Returns
3
Are Two Heads Always Better Than One?
4
Best Tax Software for 2019
5
Splitting Inherited IRAs

Defined Benefit Pensions

A defined benefit pension is a type of retirement plan that your employer may offer as the only plan offered, or in conjunction with a 401(k) plan. If you have access to a defined benefit pension or are currently participating in one, you are in rare company as these types of plans are becoming few and far between. Defined benefit pensions are different from 401(k)-type plans (called defined contribution plans) in several ways. One of the biggest differences is the fact that the employer is responsible for the funding of the plan in addition to accepting all the investment risk… Read More

#Luck Often Plays A Role In Stock Returns

The post #Luck Often Plays A Role In Stock Returns appeared first on Yardley Wealth Management, LLC.

Mark Hulbert wrote another interesting article in the Wall Street Journal. Mr. Hulbert follows investment strategies and newsletters and always has interesting insights. He reads what a lot of people write and then explains it to the rest of us.

He interviewed Gene Fama and Ken French. They are professors at the University of Chicago and Dartmouth. DFA mutual funds follow strategies based on their academic research.

The gist of what they said is that some investing strategies that are fairly consistent …

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Are Two Heads Always Better Than One?

If you’ve ever had a roommate and/or been married, you know how hard it can be for two people to work together for what is (hopefully) a mutually beneficial goal. Whether it’s to save money on rent, or simply because you love and want to build a life with someone, we enter into these interpersonal arrangements with the best of intentions to compromise with and respect our partner to achieve the best possible outcome.

Yet, based on the estimated 50% divorce rate in America, those intentions clearly don’t always pan out.

Why, then, do we think that a business partnership …

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Best Tax Software for 2019

Regardless of whether you are doing your personal or business taxes, you need a tax software program that accommodates your needs. Incomplete forms and errors are the last things that you want to deal with when filing your taxes, and filing as a military family can add even more confusion as you may be dealing with more unique complications. Having a high-quality and accurate product that is developed for your specific situation is critical. We’ve taken the time to find the top 15 tax software products on the market, outlining their key features to help you pick the right one.… Read More

Splitting Inherited IRAs

In the case of an inherited IRA, splitting it often is desirable in order to better accommodate a distribution plan after the primary owner dies. This can be done prior to the death of the IRA owner, or it could be done after the death of the IRA owner, as long as it’s accomplished before the end of the year following the year of death. Why is this important? When an IRA is inherited by a non-spouse individual, that individual is required to begin taking distribution of that IRA. The required distribution is based either upon the heir’s age or… Read More

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