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What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest.

Especially in the early days of a business, it can be natural to want to handle as many day-to-day tasks yourself as possible – bookkeeping included. Sometimes, it's in an effort to save money. Often, entrepreneurs just feel like they're in a better position to handle everything themselves. Regardless, this situation does not seem to play out regularly.

The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at year-end on December 29th, 2022.

Individuals and small businesses should consider various ways of starting off on the right foot for the 2023 tax year.

W-4 Updates

Every January, it’s typical to reflect on market data from the year past. You’ll see the results in your own quarterly reports, as well as across the usual flurry of broad market analyses.

So far in our investment basics series, we’ve explored the history of investing, how important it is to save (so you have money to invest), how to invest efficiently in broad markets, and why to avoid chasing or fleeing rising or falling prices.

When it comes to transactions between family members, the tax laws are frequently overlooked, if not outright trampled upon. The following are some commonly encountered situations and the tax ramifications associated with each.

Renting to a Relative

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement:

“When should I (or we) start taking my (or our) Social Security?”

There is an important issue related to filing the 2022 S-corporation (Form 1120-S) and partnership (Form 1065) tax returns that requires the cooperation of the shareholders and partners.

In our last piece, we described our marvelous markets, and how to account for their being both robust and random at the same time. Today, we’ll look at how stock pricing works, and why Nobel laureate William F.