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  • Last Chance In 2019 For Pre-Retired Professionals & Biz Owners

    Doctors, dentists and business owners with more than $321,400 of 2019 adjusted gross income have one last chance not to pass up on this tax and retirement planning opportunity.

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  • The Fed Just Cut Rates Again; What's It Mean To You?

    The Fed cut rates again on October 30th, for the third time in 2019. What's it mean to your long-term financial plan?

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  • Fed Actions Are Driving Markets

    It's notable that the stock market in 2019 has not suffered a 10% correction on worries about the China trade confrontation, the manufacturing slump or concerns about the U.S. political situation - three bad-news narratives currently haunting markets.

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  • Navigating Required Minimum Distributions

    When you are halfway through your 70th year on the planet, U.S. law says you must start taking money out of IRAs, SEPs and SIMPLE plans, as well as 401(k), 403(b) and other U.S. Government qualified retirement plans. Only a Roth IRA account, which you fund with after-tax dollars, is exempt from federally-required minimum distributions (RMDs).

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  • Four Retirement Income Withdrawal Methods

    How much should you withdraw from your tax-deferred 401(k) or IRA, and in what form? Here's a brief summary of four retirement income withdrawal methods to help you optimize the decumulation of your retirement income portfolio prudently.

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  • Education Tax Credits Primer

    The American Opportunity Credit (for college students) and the Lifetime Learning Credit - for undergrad, graduate and vocational students - are the two education tax credits available from the federal government. Students can claim either of the two credits for schooling costs, or their parents can - provided they don't opt for married filing separately.

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  • Two Overlooked Surprises Of 2019 To Track In 2020

    In the first and second quarters of 2019, productivity of U.S. workers surged. Meanwhile, the labor force participation rate was higher than expected by the U.S. Government's research arm, the nonpartisan Congressional Budget Office.

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  • How Negative Yields In Europe Could Drive Stocks Higher

    Negative rates abroad have driven down bond yields in the U.S. and could make the stock market multiple expand.

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  • Will Negative Rates Abroad Boost U.S. Stocks?

    Negative rates abroad are driving down bond yields in the U.S., which could make the stock market multiple expand. Investing always carries risk, and current financial economic conditions are unprecedented. For the first time in modern history, you have to pay the bank to hold your money in Europe! You have to pay a bond issuer to hold your money. Here's a factual analysis of factors driving what's happening and how it might affect your portfolio.

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  • Tax Law Changes Delayed But Not Dead

    For years, year-end tax tips were delivered in this space every September, but this year's story is a real cliffhanger. The twist in the plot is the pending tax legislation. Ironically known as the SECURE Act, an acronym, the legislation is officially named, "Setting Every Community Up for Retirement Enhancement." The bill is likely to cause frantic last-minute tax maneuvering at the end of 2019.

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Callahan Capital Management

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Phone: 970-870-8750
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Email: david@callahancapital.com

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