In addition to the Federal Estate Tax, some states (and DC) impose additional estate and/or inheritance taxes. Fortunately, here in Colorado we don’t have estate or inheritance taxes and in comparison to many other states, our probate is relatively easy and simple. That does not mean you shouldn’t do proper estate planning though! I work with a lot of great attorneys, so let me know how I can help. LINK TO FULL ARTICLE Read More
In the same vein as my video and article on Unresolved Tax Bills in Congress, the Estate Tax is STILL not resolved for next year. What a disaster! The Estate Tax exemption is about to revert to $1,000,000 again in just a few months. Read More
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The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.
The Standard & Poor’s 500 Index (“S&P 500”) is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market.
The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.
Indexes are often used as a proxy for the stock market and cannot be invested in directly.