Recent Posts

Taxes on Vacation Homes

Buying that chalet in the Arizona mountains may get you some much-needed peace and quiet. Then come the tax rules, which are pretty complicated. Depending on how often you use your vacation home yourself, how often you rent it out and how long it sits empty, you will fall into …

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How to Handle a Lump-Sum Distribution

Lump-sum distributions are a subject that makes even accountants queasy. The tax rules have more twists and turns than a plate of spaghetti. But if you are cashing out of your company’s qualified retirement plans, it will behoove you to familiarize yourself with your options. Most employees — especially those …

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Time to Move Into Bond Funds?

With interest rates starting to rise, is now the wrong time to invest in bond funds? Question: I have about $400,000 in a 401(k), 95% of it in stocks. I want to move toward a position with 25% in bonds. My 401(k) offers one bond fund, Fidelity U.S. Bond Index …

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