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STA In The News

Investment News
Power outages force advisers to leverage Covid-19 contingencies

Freezing temperatures and power outages have affected much of the country. The deadly winter weather is testing the limits of creativity as advisers fight to serve clients and stay warm.

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What Are the Roth 401(k) Withdrawal Rules?

Despite being funded with after-tax dollars, a Roth 401(k) account is not immune to taxes and potential penalties if you don’t know how rules regarding withdrawals work. Understanding the requirements will keep you from losing part of your retirement savings.

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Which is better for traders?

Traders have two main options for their accounts: margin vs. cash. When deciding to choose a margin account vs. cash account, there are many factors to consider. In this TradingSim article, I’ll explain the difference between a margin vs. cash account. I’ll also write about how experienced day traders or people who are new to investing can choose the best account for them to have the best trading strategy.

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38 Ways To Avoid Lifestyle Creep

Lifestyle creep occurs when your standard of living starts to outpace your actual income. It’s generally related to making more without saving more — foregoing important financial goals, like establishing a proper emergency fund or saving for retirement, in lieu of buying a larger house, nicer car or luxury vacation. While it’s tempting to start spending any extra money you earn as soon as you, well, earn it, lifestyle creep can expose you and your family to a certain amount of financial risk. After all, there’s no guarantee that you’ll stay at a given income level.

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The Street
Don’t Miss These Best Tax Planning Ideas Left for 2020

Here’s your year-end tax to-do list, including investment-related strategies, charitable contributions and home business ideas.

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Nerd Wallet
Expecting Higher Taxes Post-Election? Consider This Investing Workaround

While campaigning, President-elect Joe Biden highlighted his plans to make some revisions to the current tax code. Now that the election has been decided, some people might be wondering how his tax plans might affect them.

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