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Who Wins the Fiscal Stimulus Contest Now?

Guest Post by Ned Davis Research U.S. Sees Biggest Jump Not surprisingly, the biggest upward revision is to the U.S., now at 26% of GDP, up almost 10 percentage points since the end of 2020. Most other countries have seen a much more modest rise, if at all. At first glance, this still puts the U.S. in the middle of the pack with respect to announced COVID fiscal support. However, not all stimulus is the same. In Europe, for example, much of the stimulus (often a majority) has been in the form of loan guarantees, which in theory, will ultimately… [...]

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions. Do you have an I.R.A.? As you enter your 70s, you may start to look at that I.R.A. not only as an asset, but also as a problem. By law, you must take required minimum distributions (R.M.D.s) from a Traditional I.R.A. once you reach age 72; there are very few exceptions to this. The downside of these R.M.D.s? The entire distribution is taxable. (You never have to take R.M.D.s from a Roth I.R.A., provided you are its original owner.)1 While the income from the R.M.D. is… [...]

Here is what you need to know.  Financially, many of us associate the spring with taxes – but we should also associate December with important IRA deadlines. This year, like 2020, will see a few changes and distinctions. December 31, 2021, is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. May 17, 2021, is the deadline for making 2020 annual contributions to a traditional IRA, Roth IRA, and certain other retirement accounts. This extension from the traditional April 15 deadline follows an extension of the traditional tax deadlines.1    Some people may not realize when… [...]

American spending habits have taken a clear direction. Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits. A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra money they have rather than invest. It spreads across all income levels, with a 32% increase of wealthier Americans saving more, 17% more for those at lower incomes, and an overall increase of 23%. Studies show that the total may amount to $1.8 trillion, and is expected to increase to $2.5 trillion… [...]