It was just another Tuesday, until my assistant called me and said “Mrs. Rice is on the phone, and she said she needs you to help them with an issue. It sounds bad. Normally, they let me assist them, but this time she only wants to talk to you.”
Wall Street Steward Blog
A friend of mine recently asked me to write a piece about Roth IRAs. This is no ordinary friend, so I decided to partake in the endeavor. But, in my typical rebel fashion, I promised myself that my contribution to the Roth IRA network of articles would be neither status quo, nor boring. Search #RothIRAMovement on Twitter if you want the play by play…that’s what all the cool kids are doing.
As we enter the holiday season, many investors tend to neglect their investment portfolios. There are so many things to worry about already. If your holiday season looks like ours, it can be summarized by this run-on sentence: Thanksgiving Dinner, family in town, the annoying in-laws, Christmas shopping, decorating the house, reading “Twas the Night Before Christmas” to our little ones….Christmas is gone. Time to break out the bubbly and kiss the one you love as they scream “HAPPY NEW YEAR” while you ponder how long that resolution will hold.
This is one example of an idea that you should discuss in detail with your tax advisor. I do not give tax advice, nor am I a tax advisor.
You ever have one of those moments where you are trying to recall the name of a movie, or an actor’s name, or the name of your first grade teacher, etc? You know the feeling….the “this is going to drive me nuts until I think of it” feeling.
In order to be competent in finance, you must first get your bachelor’s degree in acronyms. At least that is what I have been told by the “experts.” Maybe I will get to that level one day, but as of right now, the more I learn, the more I realize that I do not know.
For all of the outsiders that might be reading this, the southeast region was dubbed the “Bible Belt” due to its socially conservative political leanings and an extremely high Christian Church concentration. This area is home to me, and it has had quite an impact when it comes to how I view finance and how I disperse advice.
I do not give tax advice. Please seek the assistance of your tax advisor before making any decisions involving your tax situation.