Investing Archives

Distributions from a Twice-Inherited Traditional IRA

ByMichael T. Swartz, CFP® #BlankScreen January 30, 2025

How Must I Take Distributions from my Twice-Inherited Traditional IRA? This flowchart will guide you through the eligibility factors.

Investing | IRAs | Retirement | Taxes

Distributions from an Inherited Roth IRA

ByMichael T. Swartz, CFP® #BlankScreen January 30, 2025January 30, 2025

How Must I Take Distributions from the Roth IRA I Inherited? This flowchart will guide you through the eligibility factors.

HSA | Investing | Retirement | Taxes

Section 1031 Exchange with my Rental Property

ByMichael T. Swartz, CFP® #BlankScreen January 30, 2025January 30, 2025

Can I Do a Section 1031 Exchange with my Rental Property? This flowchart will guide you through the eligibility factors.

HSA | Investing | Retirement | Taxes

Will The Distribution From My HSA Be Tax And Penalty Free?

ByMichael T. Swartz, CFP® #BlankScreen February 24, 2024January 30, 2025

Will The Distribution From My HSA Be Tax And Penalty Free? This flowchart will walk you through discovering the answer.

Investing | Property

Will I Receive A Step Up In Basis For This Gifted Property?

ByMichael T. Swartz, CFP® #BlankScreen February 20, 2024January 30, 2025

Will I Receive A Step Up In Basis For This Gifted Property? This flowchart will walk you through discovering the answer.

Investing | Property

Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?

ByMichael T. Swartz, CFP® #BlankScreen February 19, 2024January 30, 2025

Will I Receive A Step Up In Basis For The Appreciated Property I Inherited? This flowchart will walk you through discovering the answer.

Investing | Retirement | Taxes

Will I Have To Pay Tax On The Sale Of My Investment?

ByMichael T. Swartz, CFP® #BlankScreen February 18, 2024January 30, 2025

Will I Have To Pay Tax On The Sale Of My Investment? This flowchart will walk you through discovering the answer.

Investing | Retirement | Taxes

Will I Have To Pay Tax On My Qualified ESPP?

ByMichael T. Swartz, CFP® #BlankScreen February 17, 2024January 30, 2025

Will I Have To Pay Tax On My Qualified ESPP? This flowchart will walk you through discovering the answer.

Charity | Investing

Should I Use A Donor Advised Fund DAF When Giving To Public Charities?

ByMichael T. Swartz, CFP® #BlankScreen February 8, 2024January 30, 2025

Should I Use A Donor Advised Fund DAF When Giving To Public Charities? This flowchart will walk you through discovering your eligibility.

Investing | Retirement | Taxes

Is The Distribution From My 529 Plan Subject To Federal Income Tax?

ByMichael T. Swartz, CFP® #BlankScreen January 24, 2024January 30, 2025

Is The Distribution From My 529 Plan Subject To Federal Income Tax? This flowchart will walk you through discovering your eligibility.

Investing

Distributions from a Twice-Inherited Traditional IRA

Distributions from an Inherited Roth IRA

Section 1031 Exchange with my Rental Property

Will The Distribution From My HSA Be Tax And Penalty Free?

Will I Receive A Step Up In Basis For This Gifted Property?

Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?

Will I Have To Pay Tax On The Sale Of My Investment?

Will I Have To Pay Tax On My Qualified ESPP?

Should I Use A Donor Advised Fund DAF When Giving To Public Charities?

Is The Distribution From My 529 Plan Subject To Federal Income Tax?

Schedule Discovery Meeting

Health & WEalthness

Get The Physician’s Guide to The Personal Retirement Journey.