I also suspect you aren't likely to see any tax changes until after the presidential election, because the "no tax…
This became very low priority once I saw that the monthly ETFs are tiny ($30 million in assets), and *at…
Your link behind a paywall. Calamus got lots of info what the starting price is so buy below and one…
gg, This is my just released article: Calamos Buffered ETFs As A Zero-Tax-Drag Investment | Seeking Alpha Yes, the NAV…
Category Archives: Retirement
T-Mobile Money: A weird (but insured) way to earn 1% on your cash
And here’s the thing: You don’t need to be a T-Mobile customer By David Enna, Tipswatch.com Back in mid-February, my cellphone carrier T-Mobile sent me an intriguing email about what seemed to be a new service offering: T-Mobile Money, an … Continue reading
Posted in Bank CDs, Cash alternatives, Retirement
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Frightened by a phantom? TIPS are fine in a taxable account, until …
By David Enna, Tipswatch.com A couple years ago, just as my wife and I were both retiring, we went through a rigorous financial planning exercise with an hourly-fee adviser. We were in sync on almost all his advice, except when … Continue reading
Posted in Investing in TIPS, Retirement
21 Comments
Medicare Costs Will Rise Slightly In 2021, But Beware Of IRMAA
The Part B premium will increase to $148.50 in 2021, up from $144.60 in 2020. Congress held down this cost in a spending bill passed earlier this year. The annual Part B deductible is increasing to $203, up from $198 … Continue reading
Posted in Medicare, Retirement
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Thanks for evaluating the relative performance of TIPS and I Bonds over this period of time. But wouldn’t the best…