Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at the rising popularity of donor-advised funds.
Quote of the Day
"Philanthropy is a cornerstone of good wealth management."
(Joshua Brown)
Advisors
- Financial advisors: some tips on how to be a better blogger. (kitces.com)
- After robo-advisors comes AI. That's when things get interesting. (wealthmanagement.com)
- Wealth management clients are increasingly location-neutral. Should their advisors be the same? (wealthmanagement.com)
Taxes
- Your choice of beneficiary(s) for your IRA can have major tax consequences. (blog.independenceadvisors.com)
- What to do if you have made some unwise taxable investments. (whitecoatinvestor.com)
- One of the benefits of a S-corp is the opportunity for lower self-employment taxes. (kitces.com)
- The IRS is cracking down on charitable land conservation deals. (wsj.com)
Personal finance
- Four investing resolutions for the new year. (wsj.com)
- We have a hard time imagining the future. (humbledollar.com)
- A will isn't enough. Why you need to detail your assets/accounts for loved ones. (blog.independenceadvisors.com)
- The 401(k) plan is not a substitute for the old system of pension plans. (wsj.com)
- How pensions and Social Security affect asset allocation. (obliviousinvestor.com)
- Nine hidden costs of owning a home. (businessinsider.com)
- What retirement is really all about. (alphabaskets.com)
