(847) 690-9454 info@leifjensenassoc.com

Investing Archives |

Investing

When deciding to begin investing in stocks or bonds, part of the equation of whether to do so or not to invest is the “return on investment” or ROI. In the days of yore, this was a much simpler calculation and it was easier to determine which stocks to invest in and...

Johnny Appleseed

Johnny Appleseed, there is the myth and legend, but then there is the man.  We all know bits and pieces of the legend.  Most of us know little about the man, fewer still know the man beyond some sparse general details. I was reading a book that briefly mentioned the...

Virtual Currency

Surprise, the IRS is intensely interested in filers who transact in virtual currencies. They are requiring more disclosure. Starting with returns filed this year, people must answer on Schedule 1 of the 1040 whether they’ve received, disposed of, sold, exchanged or...

RMD’s and the changes

The beginning age for taking required minimum distributions rises to 72 from 70½. This easing applies to account owners who turn 70½ after 2019. So, if you turned 70½ in 2019, you must still take your first RMD by April 1, 2020. Employees who work past age 72 can...

Pin It on Pinterest