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Finance Stuff

Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Thursday, May 31, 2012. The Cost of Owning a Mutual Fund. Although mutual funds can be a good way to diversify your investments across many securities, it can be an expensive way. Redemption Fee – not considered a sales load even though it is deducted from redemption proceeds, just like a sales load. Exchange Fee – If you transfer from one fund to another you might be charged this fee. Management Fee &#...

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Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Thursday, May 31, 2012. The Cost of Owning a Mutual Fund. Although mutual funds can be a good way to diversify your investments across many securities, it can be an expensive way. Redemption Fee – not considered a sales load even though it is deducted from redemption proceeds, just like a sales load. Exchange Fee – If you transfer from one fund to another you might be charged this fee. Management Fee &#...

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Finance Stuff | brycastfp.blogspot.com Reviews

https://brycastfp.blogspot.com

Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Thursday, May 31, 2012. The Cost of Owning a Mutual Fund. Although mutual funds can be a good way to diversify your investments across many securities, it can be an expensive way. Redemption Fee – not considered a sales load even though it is deducted from redemption proceeds, just like a sales load. Exchange Fee – If you transfer from one fund to another you might be charged this fee. Management Fee &#...

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brycastfp.blogspot.com

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Finance Stuff: October 2011

http://brycastfp.blogspot.com/2011_10_01_archive.html

Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Monday, October 17, 2011. The Cost of a Loan Taken From Your 401(k). Borrowing from your 401(k) can be expensive in a way that you may not have thought of. I wrote about some of the good and bad characteristics of 401(k) loans. However, there is a not so obvious. Cost in the loan that you should be aware of. Over time, you’ve contributed $10,000 to your 401(k) in pretax dollars. Norman Bujanos, EA.

2

Finance Stuff: December 2011

http://brycastfp.blogspot.com/2011_12_01_archive.html

Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Tuesday, December 6, 2011. End of Year Stock Selling to Offset Capital Gains. Sale In a wash sale, the loss cannot be taken. Instead the loss is added to the basis of the repurchased stock. If you are thinking about being clever and buying the replacement stock before you sell the old stock, the IRS had already filled that hole. Here is a small portion of what the IRS has to say about wash sales. So, if...

3

Finance Stuff: Restricted Stock Units (RSU) -- Potential to be Double Taxed!

http://brycastfp.blogspot.com/2011/09/restricted-stock-units-rsu-potential-to.html

Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Monday, September 26, 2011. Restricted Stock Units (RSU) - Potential to be Double Taxed! If your employer uses a broker to handle the RSUs, he’ll require that just enough of the vested RSUs be sold to potentially cover all income and social security taxes resulting from the vesting. This is known as Sell to Cover. However you can select another option to sell all. And will want you to pay the additional...

4

Finance Stuff: End of Year Stock Selling to Offset Capital Gains

http://brycastfp.blogspot.com/2011/12/end-of-year-stock-selling-to-offset.html

Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Tuesday, December 6, 2011. End of Year Stock Selling to Offset Capital Gains. Sale In a wash sale, the loss cannot be taken. Instead the loss is added to the basis of the repurchased stock. If you are thinking about being clever and buying the replacement stock before you sell the old stock, the IRS had already filled that hole. Here is a small portion of what the IRS has to say about wash sales. So, if...

5

Finance Stuff: September 2011

http://brycastfp.blogspot.com/2011_09_01_archive.html

Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Monday, September 26, 2011. Restricted Stock Units (RSU) - Potential to be Double Taxed! If your employer uses a broker to handle the RSUs, he’ll require that just enough of the vested RSUs be sold to potentially cover all income and social security taxes resulting from the vesting. This is known as Sell to Cover. However you can select another option to sell all. And will want you to pay the additional...

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brycast.com

Brycast Financial Planning - Home

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Member: National Association of Tax Professionals. Brycast Financial Planning, LLC. 160; Registered Investment Advisor Firm. Inancial Planning Services Income Tax Services. Income Tax - Prepare Current Year Returns. Investing - Prepare Prior Year Returns. Estate - Amend Any Year Return. Retirement - Assist with IRS Problems. Tax Returns, W-2s, 1099s, etc. Available from IRS. Http:/ www.irs.gov/Individuals/Get-Transcript. You'll have to create an account to get access to your documents.

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brycastfp.blogspot.com

Finance Stuff

Financial topics on saving money, social security, investing, insurance, estate, retirement and taxes. Thursday, May 31, 2012. The Cost of Owning a Mutual Fund. Although mutual funds can be a good way to diversify your investments across many securities, it can be an expensive way. Redemption Fee – not considered a sales load even though it is deducted from redemption proceeds, just like a sales load. Exchange Fee – If you transfer from one fund to another you might be charged this fee. Management Fee &#...

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