Downloads

Quantitative Analysis of Investor Behavior

Do fiduciaries produce better returns? Is there investor irrationality being displayed?  Does this lead to inferior results?  Find out with this analysis of investor behavior.

Download

Fixing a Missed RMD in 5 Easy Steps

What is a missed Required Minimum Distribution?
RMDs must be taken by IRA owners beginning in the year they turn 70 1/2 and by IRA and Roth beneficiaries beginning in the year after the death of the account owner. RMDs not taken are subject to a penalty of 50% of the amount not taken each year.

Download

The Roth Conversion Decision Just Got Tougher

As much as we like Roth conversions and encourage individuals to convert, we do realize that Roth conversions aren’t for everyone. There have always been many factors to consider before doing a conversion. With the passage of the 2012 tax act on January 2, 2013 and with the healthcare surtaxes taking effect in 2013, there are now more factors to consider.

Download

The Last Dow Record

Remember the world on Oct. 9, 2007? That was when the Dow Jones industrial average last set a record high. It was a headier time back then: pre-financial crisis, pre-bailouts, pre-Great Recession. A lot has changed since then, but the Dow, a stock index that is followed as a gauge for the rest of the market, hit its highest close, 14,253.77, on Tuesday, March 5th 2013.

Download

Questions? Todd Schneider is a fiduciary and a Master Elite Advisor with Ed Slott and Company. Call 817-482-1800 DFW or click here to schedule a no obligation initial consultation.

 

Column Subscription

Please enter your email address to receive notifications of new articles:






You May Also Like:

Clicky
Content