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Strategizing for 2022

  • Strategizing for 2022 Strategizing for 2022 9:52
    WSJ Opinion: Making America High Taxed Again WSJ Opinion: Making America High Taxed Again 6:08
    WSJ Opinion: The Biden Plan to Monitor Bank Accounts WSJ Opinion: The Biden Plan to Monitor Bank Accounts 6:44
    Democrats' Tax Plan a Balancing Act Between Moderates, Progressives Democrats' Tax Plan a Balancing Act Between Moderates, Progressives 4:30
1:00 a.m. Today - Barrons.com
A Fix for the Retirement System Draws Heat. The Architect Isn't Backing Down. Labor economist Teresa Ghilarducci's proposal to fix the retirement system, the topic of a recent Barron's article, attracted opposition from some readers.
11:49 a.m. Dec. 4, 2021 - By Rose Khattar
The good news about the economy that you're not hearing enough aboutThe recovery from the recession has been remarkably strong, but we can't rest until everyone who wants work can find a job that pays enough to pay the bills.
11:00 a.m. Dec. 4, 2021 - MarketWatch.com
These are the top 3 places to invest in real estate todayInvesting in overseas real estate means you can have the life you want and live in and own homes that make money.
10:46 a.m. Dec. 4, 2021 - By Harriet Edleson
5 financial moves to make before December 31There are still ways to save money on your 2021 taxes
9:20 a.m. Dec. 4, 2021 - By Mark DeCambre
'A perfect storm' as bitcoin stages weekend crash that puts it on verge of 'breakdown.' Here's what crypto bulls are saying.A downturn in global stocks appears to be spilling over into the nascent crypto market. Here's what experts say is happening.
8:23 a.m. Dec. 4, 2021 - By Daron Acemoglu
Global supply chains may be efficient, but they also risk boosting inflation and inequalityWe know about the inflationary cost of broken supply chains, but we must also see how outsourcing helps businesses overpower both workers and the common good.
6:47 a.m. Dec. 4, 2021 - By Quentin Fottrell
My wife and I are in our 50s. We lost our house in 2008, declared bankruptcy and finally bought another home. We will inherit $200K. How should we invest it?‘We had a sizable down payment, and had to finance the balance through a private lender at 8% interest. We've only set aside $40,000 in our 401(k).’
6:31 a.m. Dec. 4, 2021 - By Faron Daugs
Are your retirement savings falling short? Here’s what to do.It’s never too late to start saving aggressively for retirement
6:28 a.m. Dec. 4, 2021 - Barrons.com
Here’s Why This Manufactured-Home Stock Could Ride the Housing Shortage Higher It’s a good time to be in the business of building affordable homes, and UMH Properties is right in the sweet spot.
6:20 a.m. Dec. 4, 2021 - By Bill Bischoff
This tax maneuver is one big reason that some real estate investors have struck it rich over the yearsTax-saving Section 1031 exchanges, or 'like-kind' exchanges, may be more valuable than ever, but it might pay to act sooner rather than later.
6:09 a.m. Dec. 4, 2021 - By Bianca Flowers
As Supreme Court signals shift on abortion, 3 women share the true cost of accessing one — or being denied'I was naive and thought it would be easier — I didn’t think I would have to travel to Colorado Springs.'
5:17 a.m. Dec. 4, 2021 - Barrons.com
The Best Reason of All to Postpone Retirement Here's what to know.
5:08 a.m. Dec. 4, 2021 - By Victor Reklaitis
Biden's big social-spending bill probably will pass Senate this month without many cuts to it, analysts sayWill President Joe Biden's $2 trillion social-spending and climate package actually get the Senate's OK this month, as that chamber's leader has promised? Two analysts from opposite ends of the political spectrum say that looks likely.
4:14 a.m. Dec. 4, 2021 - By Brienne Walsh
5 cool beach towns in America where you can buy a house for $275,000 or lessMortgage rates remain near historic lows, and in some beach towns, home prices are reasonable.
3:55 a.m. Dec. 4, 2021 - MarketWatch.com
The happiest retirees have at least $500,000, this financial adviser said. Here’s what readers had to say about that.His survey found the happiest retirees had $500k in liquid assets. That didn't sit well. He explains what he meant and how you can work toward that goal.
3:48 a.m. Dec. 4, 2021 - By Mark Hulbert
The best reason of all to postpone retirementWorking longer can postpone cognitive decline
3:44 a.m. Dec. 4, 2021 - By Quentin Fottrell
'My uncle accessed my father’s bank accounts while he was dying': He also took his house keys, truck, wallet and personal papers. What can we do?‘My dad has a small life-insurance policy, a 401(k), a small pension, totaling less than $100,000.’
3:20 a.m. Dec. 4, 2021 - By Alicia H. Munnell
Government announces surprising hike in Medicare Part B premiumsWhether or not to cover Alzheimer's drug Aduhelm has huge implications
1:19 a.m. Dec. 4, 2021 - By Quentin Fottrell
Please help! My brother took out $20,000 in student loans in my father’s name without his consent. My parents refuse to take action‘When I told them I intended to confront my brother about it, they told me to stay out of it.’
10:03 a.m. Dec. 3, 2021 - Barrons.com
A Plan for America's Community College Crisis Community-college enrollment has fallen precipitously during the pandemic, threatening long-term economic growth. Education expert Stanley Litow has a plan to fix it.
8:30 a.m. Dec. 3, 2021 - By Alisa Wolfson
More than 11 million people can still save money from refinancing. Here's the $2,800-a-year reason you may want to do it, even if you recently refinanced“If you took out your mortgage more than one year ago, consider refinancing,” one expert tells us. But it's not right for everyone.
5:13 a.m. Dec. 3, 2021 - By Andrew Keshner
This giving season, don’t forget to take this tax break for charitable donations — it might be your last chance'Don't overlook a nice, easy-to-get tax break,' one expert said.
4:58 a.m. Dec. 3, 2021 - Barrons.com
Merrill Lynch's Aashish Matani: Work Hard, Work Smart Merrill Lynch’s top-ranked advisor in Virginia discusses what he learned from his immigrant mother about success.
3:00 a.m. Dec. 3, 2021 - Barrons.com
This Tax Maneuver Is One Big Reason That Some Real Estate Investors Have Struck It Rich Over the Years Here's what to know about tax-saving Section 1031 exchanges, or "like-kind" exchanges.
2:29 a.m. Dec. 3, 2021 - Barrons.com
Elon Musk's Tesla Stock Sales Resume. But He Can't Avoid California Tax. Tesla CEO Elon Musk sold more Tesla stock. The sales were part of his prearranged plan to exercise expiring management stock options.
9:03 a.m. Dec. 2, 2021 - By Tomi Kilgore
Hibbett stock tumbles toward longest losing streak in over 13 months after BofA downgradeShares of Hibbett Inc. tumbled 7.0% in afternoon trading Thursday, putting them on track for their longest losing streak in over 13 months, after BofA Securities analyst Alexander Perry backed away from his bullish stance on the sporting goods retailer, citing expectations of lower demand as government stimulus fades. The stock has plunged 27.9% over the past seven sessions, since it closed at a record $99.69 on Nov. 22, which would be the longest stretch of losses since the eight-day losing streak that ended Oct. 30, 2020. Perry cut his rating to neutral from buy, while slashing his price target by 27% to $88. "We estimate there will be a 5-10% [year-over-year] decline in consumer income in C1H22 for someone earning $50,000 given headwinds from two rounds of economic impact payments (~$2,000), potentially lower lump sum Child Tax Credit payments (given advanced payments in 2021), and subdued real wage growth given rising inflation," Perry wrote in a note to clients. Despite the recent weakness, the stock has run up 55.7% year to date, while the SPDR S&P Retail ETF has climbed 44.0% and the S&P 500 has advanced 22.1%.
9:02 a.m. Dec. 2, 2021 - By Alessandra Malito
I’m 53, my wife is 54. Our $1.4 million retirement nest egg is 100% in equities and crypto. What should I do now for retirement?Have a question about your own retirement savings? Email us at HelpMeRetire@marketwatch.com
8:59 a.m. Dec. 2, 2021 - By Alessandra Malito
I want to retire in two years, my wife and I have $3 million saved but we’re worried about our son with special needs — what can we do?Have a question about your own retirement savings? Email us at HelpMeRetire@marketwatch.com
6:56 a.m. Dec. 2, 2021 - By Brett Arends
Should I do that Roth IRA conversion before Congress bans them?Decisions, decisions. Here's the math.
6:53 a.m. Dec. 2, 2021 - By Brett Arends
Congress is about to kill this popular retirement tax moveSay goodbye to Roth IRA conversions.
4:13 a.m. Dec. 2, 2021 - By Andrea Riquier
What happens if muni bonds stop being tax-free?Municipal bonds have always provided tax-free income for investors, leading to lower borrowing costs for state and local issuers. Is that structure threatened?
1:19 a.m. Dec. 2, 2021 - By Tomi Kilgore
GEO to de-REIT, to stop paying dividendShares of GEO Group Inc. slipped 0.1% in premarket trading Thursday, after the corrections facility company announced plans to stop being a real estate investment trust (REIT), and become a taxable C corporation, effective fir the year ending Dec. 31. The company has also decided to stop paying a quarterly dividend. The company said it has decided to make the change in its corporate status and dividend policy to give it additional flexibility to allocate cash towards reducing debt. GEO said it is reviewing potential sales of company-owned businesses and assets. "We believe that these are prudent steps, which are in the best interests of our shareholders and other stakeholders," said Chief Executive George Zoley. The company expects to incur a charge of about $75 million and $34 million in income tax expense in the fourth quarter as a result of the restructuring. GEO expects 2021 adjusted earnings per share of $1.14 to $1.16, compared with the FactSet EPS consensus of $1.43. The stock has lost 8.6% year to date through Wednesday, while the SPDR Real Estate Select Sector ETF has rallied 27.9% and the S&P 500 has gained 20.2%.
12:30 a.m. Dec. 2, 2021 - MarketWatch.com
Major League Baseball owners lock out playersMajor League Baseball plunged into its first work stoppage in a quarter-century.
4:43 p.m. Dec. 1, 2021 - MarketWatch.com
Did we learn anything from the pandemic? 'If it doesn't turn the tide on nursing homes, then shame on us.'Smaller nursing homes did a better job of protecting residents, and they have other advantages, too. It's time to rethink America's long-term care facilities.
10:39 a.m. Dec. 1, 2021 - By Jeffry Bartash
Big business is making last-ditch effort to kill Biden tax increases Businesses are putting on a full-court press to kill several tax proposals by the Biden White House, but their fate may ultimately be determined by single senator in West Virginia.
11:57 p.m. Nov. 30, 2021 - By Quentin Fottrell
‘I'd prefer the money never hits our account’: My in-laws live with my wife and me. They want to use their 401(k) to pay off our mortgage. What should we do?‘I am super grateful they are willing to do this for us, but it's still not our money.’
11:48 p.m. Nov. 30, 2021 - By Quentin Fottrell
My father is a cantankerous millionaire and hoarder. He cut my sister out of his will after a blazing row. How can I help her — without incurring a huge tax bill?‘Dad threw a huge fit and made a big, public, deal of disowning her, and writing her out of his will.’
3:37 p.m. Nov. 30, 2021 - MarketWatch.com
Australia's economy shrinks in Q3, but rebound is already underwayAustralia's economy shrank in the July-September quarter as efforts to combat the delta variant of the COVID-19 virus forced more than half the country into strict and lengthy lockdowns.
10:25 a.m. Nov. 30, 2021 - By Alisa Wolfson
If you don't ask yourself this question before you buy a home, you're probably in for major regret9 things to ask before you buy a house
5:28 a.m. Nov. 30, 2021 - By Dan Moisand
Is NIIT the same as the 'millionaire tax'?The Net Investment Income Tax comes into play long before income reaches $1 million
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