Using the SECURE Act 2.0’s RMD Rules to Your Advantage
One of the biggest and most important positions of the bill deals with required minimum distributions (RMDs).
Aaron Levitt
Aaron Levitt is an independent investment analyst and author living in State College, Pennsylvania. His work appears in several high profile publications in both print and on the web. As an advocate for long-term globally oriented investing, Aaron believes that exchange traded funds have leveled playing field for Main Street. Following global macro-economic trends, investors now have several avenues to create great long term portfolios. Aaron is a graduate of The Pennsylvania State University where he studied Economics and International Business. Aside for helping regular investors develop winning portfolios, his current projects include writing his first book about investing in North America’s changing energy landscape.
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Using the SECURE Act 2.0’s RMD Rules to Your Advantage
One of the biggest and most important positions of the bill deals with required minimum distributions (RMDs).
Alternatives Offer A Fixed-Income Substitute
All in all, bonds may not be serving all investors' needs in this day and age. But with the rise of liquid alts, there may be an answer to recapturing what’s missing from the bond market
Alternatives Offer A Fixed-Income Substitute
All in all, bonds may not be serving all investors' needs in this day and age. But with the rise of liquid alts, there may be an answer to recapturing what’s missing from the bond market
Anti-ESG Laws Gain Steam
Despite all the backlash and recent laws in several states condemning ESG, the trend remains firmly in place.
Anti-ESG Laws Gain Steam
Despite all the backlash and recent laws in several states condemning ESG, the trend remains firmly in place.
529 Plans and Their Bigger Role in Retirement Planning
Under the SECURE Act 2.0, college savings plans are getting life as retirement accounts.
529 Plans and Their Bigger Role in Retirement Planning
Under the SECURE Act 2.0, college savings plans are getting life as retirement accounts.
Making Your Picasso Pay: Fixed Income Comes to the Art World
Art is a unique asset class and art loans make for a unique fixed income investment.
Making Your Picasso Pay: Fixed Income Comes to the Art World
Art is a unique asset class and art loans make for a unique fixed income investment.
Active Management Won This Battle
With some of their best returns on record in a long while, active fund managers proved their worth during the difficult market year.
Active Management Won This Battle
With some of their best returns on record in a long while, active fund managers proved their worth during the difficult market year.
Should We Worry About Municipal Bond Defaults?
With recession risks rising and new trends emerging, some analysts are predicting we could see a new wave of such events in the staid muni market.
Should We Worry About Municipal Bond Defaults?
With recession risks rising and new trends emerging, some analysts are predicting we could see a new wave of such events in the staid muni market.
Factors & Fixed Income: Don’t Ignore Them!
Factors & Fixed Income: Don’t Ignore Them!
Covered Calls Could Provide a Fixed Income Boost
For fixed income investors, using covered calls on their stock sleeve has the ability to enhance the performance of their overall bond sleeve and provide plenty of sleep-at-night comfort.
Covered Calls Could Provide a Fixed Income Boost
For fixed income investors, using covered calls on their stock sleeve has the ability to enhance the performance of their overall bond sleeve and provide plenty of sleep-at-night comfort.
Find Safety, Liquidity & Tax-Free Income With VRDOs
A cornerstone of the municipal bond market, these quasi short- and long-term securities have basically been ignored by investors over the last few years as rates have been close to zero.
Find Safety, Liquidity & Tax-Free Income With VRDOs
A cornerstone of the municipal bond market, these quasi short- and long-term securities have basically been ignored by investors over the last few years as rates have been close to zero.
Watch Yourself In Private REITs
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Watch Yourself In Private REITs
Investors may just want to give private REITs a big pass and focus on the public-side of the equation
Taxation for Your Fixed Income Portfolio
Bonds are not taxed in the same manner as stocks. As such, careful planning regarding asset location and bond type is crucial.
Taxation for Your Fixed Income Portfolio
Bonds are not taxed in the same manner as stocks. As such, careful planning regarding asset location and bond type is crucial.
The Secure Act 2.0 Is Here!
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
The Secure Act 2.0 Is Here!
Just like the original groundbreaking SECURE Act, there are plenty of points and benefits in its sequel.
Prime Money Market Funds: Extra Yield Opportunity or a Risky Bet?
Prime money market funds may offer a bit of yield, but investors shouldn’t ignore the risks
Prime Money Market Funds: Extra Yield Opportunity or a Risky Bet?
Prime money market funds may offer a bit of yield, but investors shouldn’t ignore the risks
Long Live I-Bonds!
Overall, I-Bonds may not be the sexiest investment on the block, but they offer plenty of benefits and appeal for investors.
Long Live I-Bonds!
Overall, I-Bonds may not be the sexiest investment on the block, but they offer plenty of benefits and appeal for investors.
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