Archive for the ‘@Fairmark’ Category

Custodial Accounts for Minors

July 9, 2016

Our updated online guide to custodial accounts for minors explains all the ins and outs of using these accounts established under the Uniform Transfers to Minors Act, or UTMA. Pages of interest:

UGMA & UTMA Custodial Accounts for Minors
Top page of this guide, with an index to the other pages.

UTMA Regret: When Custodial Accounts Turn Sour
What if you find that it was a mistake to set up a custodial account? Here are some of the reasons for what we call UTMA regret, and strategies for dealing with it.

UTMA Transfer to a 529 Account
Can you transfer a custodial account to a 529 savings account? Should you?


Fairmark’s Social Security Guide Featured on

November 12, 2015

Leading financial website has posted an article about how you can increase your Social Security benefit by continuing to work during retirement. She quotes our author Kaye Thomas, having contacted him after finding helpful information in our online Guide to Social Security Retirement Benefits. By the way, it was a real pleasure talking with author Jennie Phipps.

New Roth Book Available

February 11, 2015

The 2015 edition of our book on Roth retirement accounts, Go Roth!, is now available. This update reflects changes in tax rates, legislation and IRS guidance through January 15, 2015.

more info  |  order from

New Capital Gains Book Available

January 6, 2015

The 2015 edition of our capital gains book, Capital Gains, Minimal Taxes, is now available. This is a major revision from the previous edition, covering changes in tax rates, broker reporting, mutual fund averaging, and the net investment income tax, among other enhancements.

more info  |  order from

New Editions of Options Books

November 13, 2013

We’re pleased to announce that 2014 editions are now available for both our books on stock options:

  • Consider Your Options is for people who receive stock options, and for advisors who deal with stock options only occasionally. This book is also one of the assigned readings for the Certified Equity Professional designation.
  • Equity Compensation Strategies is for professional advisors (financial advisors or tax professionals) who deal with stock options or other forms of equity compensation on a more regular basis.

These books contain important updates from previous editions, reflecting new tax rates, the new Medicare tax on net investment income, and guidance on how these and other developments affect strategies for handling stock options.

Forbes Quotes Fairmark

February 15, 2013

Forbes quotes us in this article about estimated tax concerns of high-income taxpayers following the tax increases that took effect as of 2013.

more info: Free online guide to estimated tax payments

Reference Room Revised, Updated

January 29, 2013

Visit out revised and updated Reference Room for current tax rate schedules and other figures that are adjusted for inflation or otherwise updated from time to time. It now reflects inflation adjustments for the 2013 tax year as well as changes attributable to the American Taxpayer Relief Act of 2012.

Fairmark in the News

January 29, 2013

We’ve had a couple of mentions in major media lately.

Ashlea Ebeling, in a piece for Forbes about conservation easements, sends readers to our site for an explanation of the 3% reduction in itemized deductions (“Pease” rule).

And Mark Miller quotes our author, Kaye Thomas, in a Reuters article about in-plan Roth conversions (our article on the topic appears here).

Go Roth! 2012 Now Available in Kindle Edition

October 2, 2012

Our new 2012 edition of Go Roth! is now available in both print and Kindle editions. This expanded and updated edition is offered now to help those who want to plan for a Roth conversion before tax increases scheduled to take effect in 2013. For more details visit our product page for Go Roth!

Go Roth! 2012 Now Available

September 20, 2012

The new edition of Go Roth!, our book on Roth IRAs and other Roth accounts (such as Roth 401k) is now available. Click here for details.

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