Stimulus Payments in IRAs

IRS announces solution

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May 1: What happens if the IRS direct deposits your stimulus payment to your IRA, and that isn't what you wanted? IRS has offered a solution.

details: Stimulus Payments in IRAs


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Update on Stimulus Payments

April 28: Stimulus payments have started going out ahead of schedule. People who needed to file a return this year solely to receive the payment can still do so.

details: Update on Stimulus Payments


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Quoted

Protecting Children From Their Money

March 18: The New York Times quotes Fairmark author Kaye Thomas on UTMA regret, the problem of dealing with custodial accounts for minors that don't suit the family's needs. (See the index on the left side of this page for a link to our free online guide to UGMA/UTMA accounts for minors.)

details: Protecting Children From Their Money

Three Strategies to Help Reduce the Capital Gains Tax

March 10: Fox Business quotes Fairmark author Kaye Thomas on capital gain strategies. (See the index on the left side of this page for a link to our free online guide to capital gains.)

details: Three Strategies to Help Reduce the Capital Gains Tax


Product Announcement

Roth Book Now Available

Go Roth!, our book on the Roth IRA, Roth 401k and Roth 403b, is now available. Click here for ordering information.