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Bob's Journal

Found 363 Articles.
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Major Tax Increases Are in The Works

March 18, 2021

Shortly after the $1.9 trillion stimulus law was enacted, President Biden’s aides began publicly discussing the coming tax increases. But, in fact, the tax increases have already started. Three tax increases were slipped into the stimulus law. They have been estimated to raise tax bills by about $60 billion. One increase limited the amount of […]

Bob’s Journal for 3/11/21

March 11, 2021

The Big Rotation in Stocks The winners and losers in U.S. stocks were stable, until recently. For years, U.S. growth stocks, especially technology stocks, regularly outperformed other categories of stocks. Investing in the large U.S. indexes, such as the S&P 500, was an easy, inexpensive way to earn high returns. Those trends started to shift […]

Bob’s Journal for 3/4/21

March 4, 2021

Tips Retirees Need for 2020 Tax Returns Many retirees and people who took COVID-related retirement plan distributions might need some extra time to work through their 2020 tax returns. Those who took distributions from traditional IRAs at any point during 2020 will receive a Form 1099-R reporting the distributions to them and the Internal Revenue […]

Bob’s Journal for 2/25/21

February 25, 2021

Some Notable Events That Grabbed My Attention This Week I’ll answer a few more questions this week that were raised by a number of listeners during the subscriber teleconference we had two weeks ago. (A replay is available here.) Question 1: I was planning to delay Social Security benefits until at least full retirement age. […]

Bob’s Journal for 2/18/21

February 18, 2021

Some Notable Events That Grabbed My Attention This Week We had a very successful conference call last week with thousands of subscribers. (A replay is available here.) As I mentioned in last week’s Bob’s Journal, many questions were submitted in advance by email and a number of listeners wanted to ask questions on the call. […]

Bob’s Journal for 2/11/21

February 11, 2021

Some Notable Events That Grabbed My Attention This Week We had another successful teleconference with our subscribers yesterday afternoon. Many questions were submitted in advance via email, and there was a long queue of callers with questions during the event. We could deal with only a fraction of the questions during the call, so I’m […]

Bob’s Journal for 2/4/21

February 4, 2021

What to Learn From Reddit, GameStop, Market Manipulation and Other Recent Headlines Over the last couple of weeks, the financial headlines have been about market manipulation, GameStop (NYSE:GME), short squeezes, Reddit frenzies and other uncommon topics. A little perspective makes it easier to understand these events. The big news last week was the strong increase […]

Bob’s Journal for 1/28/21

January 28, 2021

Here’s What’s Likely to Happen to Income and Estate Taxes The 2020 election is behind us, the inauguration is over and the tax picture for the next couple of years is becoming clear. In mid-2020, the polls indicated a big Democratic sweep was developing. If that had occurred, it probably would have led to significant […]

May 2022:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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