Investments
Is it Time to Do a Roth IRA Conversion?
One of the most frequently asked questions we get here at Infinium is, “Should I do a Roth Conversion?” Today, it’s easier than ever to educate [...]
Read more Is it Time to Do a Roth IRA Conversion?
Markets and War
Conflict and finance have always had a close relationship. Apart from the effects of economic warfare and increased spending, there is a lot of uncertainty in the [...]
Read more Markets and War
2/22 – Monthly Commentary | Taming of the Bull
Welcome to the new world of 2022. It was just a month ago when we peered ahead into this year and speculated that Q1 would be a difficult one for the markets. [...]
Read more 2/22 – Monthly Commentary | Taming of the Bull
CO 529 Big Tax Changes for Plans in 2022
Until this year, the state of Colorado was one of the very few in the Union that allowed an unlimited state tax deduction for contributions to their sponsored CO [...]
Read more CO 529 Big Tax Changes for Plans in 2022
2022: Retirement Plan Contribution Limit Changes
At least one thing is moving in the right direction for investors; late last year the IRS announced an increase in the employee retirement plan contribution limits [...]
Read more 2022: Retirement Plan Contribution Limit Changes
Adios 2021: The Year That Was
When you really step back and think about it, should we have expected anything different from 2021 than more unpredictability? Clearly, the answer is no. Although [...]
Read more Adios 2021: The Year That Was
2021: Year-End Considerations
As 2021 draws to a close, now is the time to tie up any loose ends and set yourself up for a successful 2022. It is time for some considerations Much of the [...]
Read more 2021: Year-End Considerations
How Does the CARES Act Affect the New RMD Rules?
The coronavirus brought about a lot of uncertainty, and even seasoned investors were impacted by the volatile stock market. Retirement investors, in particular, [...]
Read more How Does the CARES Act Affect the New RMD Rules?
A Comprehensive Pre-Retirement Checklist
Let’s face it – for many people the term ‘retirement’ doesn’t have the same meaning today as it once did years ago. Wind the clocks [...]
Read more A Comprehensive Pre-Retirement Checklist
NEW: Colorado’s Secure Savings Program Explained
Most government institutions have put in place a system that allows all employees in these institutions to save up some money from their salaries. Unfortunately, [...]
Read more NEW: Colorado’s Secure Savings Program Explained
Recent posts
-
2024 Year-End Review: The Path is Always Foggy
December 22, 2024 -
2024 Year in Review: Breaking, Bad Bonds
December 15, 2024 -
2024 Year in Review: Bitcoin Bonanza
December 15, 2024 -
2024 Year in Review: US Housing Hangover
December 15, 2024 -
2024 Year in Review: Gold and Silver Shine On
December 15, 2024 -
Market Update October 2024: Shine On
October 1, 2024
