Monthly Archives: October 2018


Can I Give My Kids $15,000 a Year?

If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift. The $15,000 figure is the amount of the current gift tax exclusion (for 2018), meaning that any person who gives away $15,000 […]


Bond Ladders May Hedge Interest Rate Hikes

Just as volatility and high prices might make some investors leery of stocks now (see “Buy-write strategies for a flat market”), the threat of rising interest rates may worry fixed income investors. Rising rates tend to depress bond prices. Again, a time-tested strategy might be useful in the current environment. […]


Tax Calendar: October and November 2018

OCTOBER 2018   October 15 Individuals. If you have an automatic six-month extension to file your income tax return for 2017, file Form 1040, 1040A, or 1040EZ and pay any tax, interest, and penalties due. Employers. For Social Security, Medicare, withheld income tax, and nonpayroll withholding, deposit the tax for […]