Hey Everyone! Did you have a good month? February was another hectic month at the RB40 household. I was busy fixing up our rental condo. That’s done and it’s listed for sale. Unfortunately, the housing market is very slow. It’ll probably take a while to sell. Now it’s a waiting game. On the personal finance … Read more
By Sinéad Carew and Amanda Cooper NEW YORK/LONDON (Reuters) -A global equity index rose on Monday with help from Wall Street, and U.S. Treasury yields climbed to an almost seven-month high while data showed a deterioration in U.S. consumer confidence and investors prepared for fewer Federal Reserve rate cuts in 2025. In U.S. equities, Nasdaq … Read more
January 13, 2024 Jim and Chris sit down to discuss listener questions relating to Social Security, annuities, MDF, beneficiaries, and taxes. (5:30) A Washington listener wonders if stock options should be counted towards earnings when considering Social Security. (20:15) A New York listener comments on trying to discuss his form SSA-44 with the local Social … Read more
March 2, 2024 Jim and Chris discuss listener questions relating to Medicare, fraud awareness, Social Security survivorship, pensions, and RMDs. (Intro) Jim and Chris begin the show with a clarification from the Wednesday’s EDU show of prohibited transactions completed inside an IRA and whether or not SECURE Act 2 impacted the previous prohibited transaction rules. … Read more
Hey everyone! I hope you had a good Memorial Day Weekend. I heard on NPR it was one of the busiest travel days ever. We didn’t do much, though. We needed a relaxing weekend. Mrs. RB40 said I’ve been going full out lately. Life has been so busy. I have to hit the gym, go … Read more
President-elect Donald Trump speaks at a news conference at his Mar-a-Lago resort in Palm Beach, Fla., on Dec. 16. Andrew Harnik/Getty Images hide caption toggle caption Andrew Harnik/Getty Images This week, President-elect Donald Trump told reporters that “tariff” is “the most beautiful word in the dictionary” and claimed that tariffs would “make our country rich.” … Read more
In recent years, Reforms Affect Homeowners in the UK have been bracing for higher inheritance tax (IHT) bills due to proposed changes aimed at reshaping the financial landscape for estates. On November 21, 2024, new reforms were introduced to address IHT and its impact on estates. These changes include freezing tax-free thresholds and incorporating pensions … Read more