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 2019-04-15: No. 8

Buying Treasury Bonds

August 03, 2018
Buying Treasuries directly from the government at no cost through the Treasury Direct program is a sensible approach for those who do not expect to sell before maturity. Visit TreasuryDirect.gov for details.
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Does Rising Inflation And Rising Interest Rates Mean That A Recession Is Likely In The Near Future?

August 03, 2018
Probably not. Historically, a flat or inverted yield curve has been a good predictor of an imminent recession. Low long-term rates mean that investors are worried about future economic growth.
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Retirees Lose Millions In Private Pension Scam

August 03, 2018
25 states are suing a Nevada company called Future Income Payments in what is likely a vain attempt to recover more than $100 million that was stolen from older investors. The company has been closed down and its owner (a former convicted felon) is
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Working Parents With Young Children Are Still Eligible For The Dependent Care Credit

August 03, 2018
The Tax Cuts and Jobs Act (Tax Reform) did not eliminate this potential benefit. If both parents are working outside the home and they incur expenses for the care of children under the age of 13, then they can claim a tax credit (i.e., a reduction)
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Your High School Or College Children Working Summer Jobs Should Ask Their Employer To Use Part-Year Withholding To Increase The

August 03, 2018
Federal and state tax is withheld on the assumption that the employee earns a full year’s income. If the employee is working part-time, then too much will be withheld, and the employee will have to request and wait for a refund.
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The $100 Million IRA

August 03, 2018
According to the Government Accountability Office (a legislative branch government agency) there are 314 U.S. taxpayers with IRAs worth over $25 Million. You might recall that Mitt Romney is one of them.
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Self-Directed IRAs

August 03, 2018
If you plan on using an IRA to invest in a new business, you’ll first need to establish what’s called a “self-directed” IRA. This is not a new type of IRA.
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Tax Deductions For Officers Of Non-Profit Organizations

August 03, 2018
If you volunteer as a board member for a non-profit organization, dental or otherwise, then you can deduct the cost of your un-reimbursed travel, meals and lodging. There are two ways to do this.
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YOU Can Contribute To A Child’s Or Grandchild’s Roth IRA If He Or She Has A Summer Job

August 03, 2018
The key is that the child must have earned (W-2-type) income. Many Newsletter readers employ their children in their practices (and to a lesser extent their grandchildren) because they appreciate the long-term growth potential in the tax-free Roth.
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Avoiding The 10% "Early Withdrawal" (Pre-Age 59-1/2) Penalty On Retirement Plan Or IRA Distributions

August 03, 2018
The rules on this are very technical so consult with your plan advisor if interested in withdrawing money before age 59-1/2. You do not want to qualify for the first three exceptions to the 10% penalty -- death or disability before age 59-1/2.
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NY, CT, MD And NJ Sue The Federal Government To Block The $10,000 Cap On State And Local Tax Deductions

August 03, 2018
They’re arguing that the near elimination of “SALT” deduction was politically motivated to harm blue states. This is more of a political maneuver with no chance of succeeding.
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Consider Floating Rate Preferred Stocks When Interest Rates are Rising

June 15, 2018
Preferred stocks are stock-bond hybrids. They are bought for their income which is paid as quarterly dividends. They are also less volatile than common stocks.
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