FB Posts
Recent U.S. Tax Law Changes for Retirement Accounts: RMDs Will Change from Age 70 1/2 to Age 72
[The recent tax laws in the United States have made some changes to retirement accounts, (RMDs) will change from 70 1/2 to age 72] CLEC Investment and Financial Management Education Channel Blog date: January 01, 2020 Th
FB Posts
Two Questions: Long-Term Capital Gains Tax and IRA-to-ROTH IRA Conversion
Two issues [-, long-term capital gains tax and 2. IRA to ROTH IRA issues] CLEC Investment and Financial Management Education Channel Blog date: December 30, 2019 The following is a question asked by a classmate: I simpli
FB Posts
There Are Benefits to Moving an IRA into a ROTH Early
[There are benefits to rolling an IRA to ROTH early. ] CLEC Investment and Financial Management Education Channel Date of writing: December 27, 2019 If you are a low-income person or have no ordinary income, and the fede
FB Posts
How to Transfer Stocks or Cash from Your IRA to a ROTH
[How to transfer stocks or cash from your IRA account to ROTH] CLEC Investment and Financial Education Channel Date written: December 25, 2019 The following is an article published by my securities firm on the conversion
FB Posts
Three Questions from a Student
[Three Questions from Students] CLEC Investment and Financial Management Education Channel Date of writing: December 17, 2019 Question 1: I have seen that SPY/QQQ have been at high levels recently. Should I buy an ETF wi
FB Posts
The First and Most Important Investment Advice for New Students and New Friends in 2020!
[The first and most important advice on investment and financial management for freshmen (new friends) in 2020! 】 CLEC Club Date of writing: November 20, 2019 The following are some of the most valuable investment sugges