Up-To-Date Market Week

5 Reasons a Housing Market Crash is Unlikely

Market Month: May 2021

Debt Profile of Older Americans

How Current Housing Demand Compares to 2007

Crisis Averted? Financial Help for Struggling Renters and Landlords

Retiring & Worried About a Housing Crash?

Retirement Confidence Remains Strong, Despite Pandemic

Reproduction Costs for Homes is Increasing, Raising Property Values

American Familes Plan Would Provide Benefits for Some, More Taxes for Others

Trends Indicate Increased Housing Affordability

Rising Inflation: Where Will It Go from Here?

How the Current Housing Supply Compares to 2007

Market Month: April 2021

Home Equity and the Housing Market

Enhanced Child Tax Credit for 2021

Rising ConocoPhillips Interest Rates Reduce Lump-Sums

Rising ExxonMobil Interest Rates Reduce Lump-Sums

A Sharp Increase in Chevron Interest Rates Cause Lump-Sums to Decrease

High-Frequency Indicators: Where to Look for Signs of Recovery

Quarterly Market Review: January-March 2021

U.S. Credit-Card Debt Levels See Record Drop in 2020

Chevron Lump-Sums Decrease as Interest Rates Rise

Due Date for Federal Income Tax Returns and Payments Postponed to May 17

American Rescue Plan Act Provides Relief to Individuals and Business

Social Security for Divorcees

Exploring New Ways to Make Money

AT&T Benefits

Stocks and Inflation

AT&T 401(k) Plan

Risk Tolerance

Claim Now, Claim More Later

ConocoPhillips Benefits

McCormick 401(k) Plan

NUA Qualified?

National Consumer Protection Week: Beware of Pandemic Scams

Pension Lump-Sum Payment Windows Are Back

What is NUA?

Rolling your 401(K) into an Annuity

There's Still Time to Contribute to an IRA for 2020

AT&T Pension Plan

Retiring Early

Verizon Benefits

Common Stock

Market Month: February 2021

What is Financial PTSD?

Royal Dutch Shell Benefits

Should You Convert Remaining Payments to Lump Sum?

Inflation

Investment Decisions in Retirement

Accepting an Early Retirement Offer

Retiring from Apache

Health-Care Reform: Replacing Myths with Facts

Can You Afford to Retire Early?

Pension and Inflation

NUA for ExxonMobil Employees

10 Tips if You're Leaving ExxonMobil

Is Your Employer Retirement Plan Working for You?

Relationship Between Risk and Reward

ConocoPhillips Interest Rates Have Changed Trajectory

ExxonMobil Interest Rates Change Trajectory

Roll Over Your Money into an IRA

Trajectory of Chevron Interest Rates Has Changed Significantly

10 Tips if You're Leaving Chevron

4 Tips for Removing Emotions from Investing

Investment Fees and 401(k) Plans

Factors That Impact 401(k) Fees

GameStop, Reddit, and Market Mania: What You Need to Know

Life Insurance: Protection Planning

Life Insurance Policy Riders

Life Insurance Evaluation: Belth Yearly Rate of Return Method

Taxation of Disability Insurance Benefits and Premiums

Payroll Deduction IRA Plan

Federal Tax Filing Season Starts Soon

Transferring Life Insurance Policies

Financial Aid Changes on the Horizon

Life Insurance Evaluation: Belth Yearly Price of Protection Method

Life Insurance Trust: Revocable

Tax Rules Applying to Insurance

Ten Ways to Lower the Cost of Disability Income Insurance

Terrorism Insurance

Paying for Child Care

Providing for Children of a Previous Marriage

Providing for Your Child with Special Needs After Your Death

Tax Issues for Household Employers

Market Month: January 2021

The Family and Medical Leave Act of 1993

Terminal Illness

Taxation of Expatriates

Issues Associated with IRS Audits

Limited Liability Company (LLC)

Limited Partnership: Business Entity

Professional Corporation (PC)

Reconsidering Choice of Entity

Section 179 Deductions

Section 199 Deduction

Self-Employment Income

LLC, LLP, PC, LP Business Formation Rules

Partnership Income or Loss

S Corporation Rules

Phantom Stock

Retirement Plans

Profit-Sharing Plan

Retirement Plans Most Appropriate for Corporations

Section 412(e)(3) Plan (Fully Insured Defined Benefit Plan)

ExxonMobil Interest Rates Inch Upward, Likely Reducing 2021 Lump-Sums

SIMPLE 401(k) Plan

ConocoPhillips Interest Rates Are Starting to Rise, Lump-Sums May Decrease in 2021

SIMPLE IRA Plan

Simplified Employee Pension (SEP)

Target Benefit Plan

Chevron Interest Rates Tick Upward, Likely Decreasing the Value of 2021 Lump-Sums

Thrift Plan/Savings Plan

Secular Trusts and Annuities

Top-Hat Plans (Including SERPs)

Business Owners: How to Anticipate and Minimize the Liquidity Needs of Your Estate

Constructive Ownership: The Attribution Rules

Cross Purchase (Crisscross) Buy-Sell Agreement

Funding Your Buy-Sell Agreement with Borrowings

Funding Your Buy-Sell Agreement with Cash

Funding Your Buy-Sell Agreement with Installment Payments

Funding Your Buy-Sell with Insurance: Premium Payments

Involuntary Transfers and Your Buy-Sell Agreement

Installment Sales: Estate Freeze Technique

Private Annuity

Private Annuity: Business Succession Planning

S Corporation Considerations

Section 302 Stock Redemption Buy-Sell Agreement

Section 303 Stock Redemption Buy-Sell Agreement

Self-Canceling Installment Note (SCIN)

Selling to Another Corporation

Structuring a Tax-Free Sale

Structuring Taxable Sales

Trusteed Cross Purchase Buy-Sell Agreement

Using a Trustee with Your Insurance-Funded Buy-Sell Agreement

Discount for Conservation Easements

Estate Freeze

Estate, Gift, and GST Taxation and Trusts

Income Taxation of Trusts and Estates

Post-Mortem Elections

Private Annuity: Estate Freeze Technique

Recapitalization: Estate Freeze Techniques

Section 303 Stock Redemption: Post-Mortem Planning

Special Use Valuation

Revisiting the 4% Rule

Split Interest Purchase: Estate Freeze Techniques

State Death Taxes

Taxable Gifts

The Gross Estate

What Isn't Taxed?

Intestacy

Community Property

Retained Interest Transfer

Tenancy by the Entirety: Forms of Ownership and Will Substitutes

Beneficiary Designations for Life Insurance: Estate Planning

Selecting Which Property to Give

Community Foundation

Tax Treatment of Travel Expenses

Tax Planning for Form 1040

Tax Credit for the Elderly or the Disabled

Tax Calculation: Alternative Minimum Tax

Tax Calculation

Paying the IRS

Deductions: Employee Business Expenses

Consolidated Appropriations Act Provides Relief to Individuals and Businesses

The Tax Increase Prevention Act of 2014

Trust as Beneficiary of Traditional IRA or Retirement Plan

Tax Considerations Specific to Employer-Sponsored Retirement Plans

Periodic Payments from Employer-Sponsored Retirement Plans

Discretionary Distributions from Employer-Sponsored Retirement Plans

Retirement Income: 401(k) and Other Employer-Sponsored Retirement Plans

Traditional Pension Plans

Delayed Retirement Considerations

Converting or Rolling Over Traditional IRAs to Roth IRAs

Investment Alternatives for Retirement Income

Pass-Through Investments: Tax Planning

Closed-End Funds

Types of Bond Mutual Funds

Tax-Exempt Bond Fund (Municipal Bonds)

Strategies for Mutual Funds

Specialized Funds

Private Equity

Strategies for Real Estate: Direct Investment in Residential and Commercial Property

Types of Stocks

Real Estate Mortgage Investment Conduits (REMICs)

Evaluating Bonds: An Introduction

Money Market Mutual Fund

Stocks: An Introduction

Short Sales: Methods of Purchasing Investments

Lump-Sum Investing vs. Periodic Investing

Introduction to Investment Planning

Sale of Assets to Provide Liquidity

Providing for Estate Liquidity

Powers of Appointment

Limits on Trusts

Equalizing the Taxable Estates

Domestic Self-Settled Spendthrift Trusts

Types of Property to Donate to Charity

Deductions: Deducting Taxes Paid

Distributions from Traditional IRAs: After Age 70 1/2 (or Age 72)