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Categories Retirement Author Dieter Drews, JD

Retirement Planning Basics, And Tips For 2023

Retirement Planning Basics, And Tips For 2023

Investments in Individual Retirement Accounts (IRAs) and other retirement accounts qualified under Federal law for tax advantages are the main source of funding retirement in America. The retirement financial system that the United States has built over many decades is a partnership between the U.S. government and private sector and it is unique to our free-enterprise capitalist system. Far from perfect, it’s complex but offers opportunities to build wealth and support a standard of living that is the envy of most of the rest of the world.

Categories Invest Author Dieter Drews, JD

Mixed Economic Signals And A Bank Failure

Mixed Economic Signals And A Bank Failure

The U.S. economy created 311,000 new jobs in February, exceeding expectations of 225,000, according to the Bureau of Labor Statistics. The unemployment rate edged upward to 3.6%, but remains just above its lowest point in decades.

10 Year-End Planning Tips To Slash Your 2022 Taxes | Prism Capital Management
Categories Finance, Taxes Author Dieter Drews, JD

10 Year-End Planning Tips To Slash Your 2022 Taxes

10 Year-End Planning Tips To Slash Your 2022 Taxes

Our tips are designed to make you think about how you could reduce your tax bill for 2022. They’re reminders about ways to cut your federal tax bill by December 31, 2022 in specific situations of interest to business owners, doctors, and employees in executive management as well as middle managers, teachers, and other hard-working lifelong retirement investors.

Start Thinking About Year-End Tax Planning Now
Categories Finance, Taxes Author Dieter Drews, JD

Start Thinking About Year-End Tax Planning Now

Start Thinking About Year-End Tax Planning Now

It’s only mid-September, but please begin to think about year-end tax planning. This is an unusual year for tax planning. Not only has the stock market been volatile but new rules about distributions from IRAs and federally qualified retirement plans (QRPs) – such as 401(k), 403(b) and defined benefit plans –became effective this year, and the newly-enacted Inflation Reduction Act also adds some planning opportunities.

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