September 2021: Qualified Dividends... "Nothin like gettin paid."

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Question of the Month (August 2021): Trust Selection

John recently received a financial windfall from his deceased Aunt Helen. He would like to set up a trust to function as an inflation hedge and generate a variable amount of annual income for a duration of 10 years. After expiration of the trust term, John would like the assets within the trust to pass to his son and daughter, who will be listed as the beneficiaries. He will use a portion of the windfall to make one initial contribution to the trust and plans to add additional assets incrementally throughout the trust term. Read More

August 2021: Inflation... "I'm not too worried about it."

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June 2021: Do Your Taxes Need to Know That You're Married?

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April 2021: Tax Hell, Net Unrealized Appreciation, Efficient Market Hypothesis

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Question of the Month (April 2021): Strong Form Vs. Weak Form

This question was discussed in detail during the April 2021 episode of the BIF Bites podcast! Read More

Question of the Month (February 2021): Corporate Retirement Plan Eligibility

This question was discussed in detail during the February 2021 episode of the BIF Bites podcast! Read More

February 2021: FAFSA changes, Unethical vs. Illegal, Corporate Retirement Plans

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December 2020: Who Pays for Vaccines, Mike Loves HSAs, Stop-Loss Insurance

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Question of the Month (December 2020): Stop-Loss Provision

This question was discussed in detail during the December 2020 episode of the BIF Bites podcast! Todd has an unlimited major medical policy with a $350 deductible and 80/20 coinsurance to a $5,000 stop-loss. Todd has a claim of $10,000. How much must he pay out-of-pocket? Read More