You now have an Inherited IRA. Now what?
Nic draws up an easy-to-follow flowchart to show what rules your inherited IRA will follow depending on your unique situation.
RESOURCES
treecityweb
- Nov 21
- 1 min
High Put-Call Ratio in 2022... What does that mean?
Options contracts expired this last week and showed a high put-call ratio. What does that even mean? We talk gold, bonds, and mortgages.
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treecityweb
- Nov 18
- 1 min
Taking Required Minimum Distributions as Efficiently as Possible!
RMD deadlines are approaching! So, how can you make the best of them?
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treecityweb
- Nov 16
- 1 min
How Warren Buffet Invests During High Inflation
If you’re looking for advice from an experienced and successful investor, who better than Warren Buffett?
4 views0 comments
treecityweb
- Nov 2
- 1 min
Fall Money Moves 🍂
As the end of 2022 gets closer, there may be some important financial moves that you need to take advantage of while you can.
4 views0 comments
treecityweb
- Oct 31
- 1 min
Midterms & The Markets
With the midterm elections coming up, how can we expect the market to react? As historical data shows, pretty well.
10 views0 comments
treecityweb
- Oct 28
- 1 min
Cutting Off China’s Semi-Conductor Industry [EP. 197]
In fear of losing the technological upper hand to China, the United States' chip sanctions aim to stop just that.
2 views0 comments
treecityweb
- Oct 21
- 1 min
SS COLA Increase & Roth Conversions
Social Security gave a 8.7% increase in benefits for the year 2023. Nic goes ever the updated maximum taxable earnings, exemptions, & more.
8 views0 comments
treecityweb
- Oct 17
- 1 min
10/15/2022 - High Risk, Low Return
Brian and Jeremiah explain bonds, why they’ve taken a beating, and how their secondary markets operate. Stealth inflation, RMDs, and more.
73 views0 comments
treecityweb
- Oct 10
- 1 min
The Risks of DIY Investing
When it comes to investing, is it something you’re willing to do on your own or are you better off paying someone to take that risk for you?
34 views0 comments