Oh, and by the way, always giving glory to our Lord, Jesus Christ! He comes first. Always.
A guy asked me if his interetance will affect the premiums he pays for Medicare via IRMAA. Remember folks, you pay NO Federal Tax on money you inherit. A couple states do have an inheritance tax, PA, MD, NJ and Nebraska, if memory serves. Check my work if you want.
From the Feds though there is no inheritance tax. Now you'll pay tax on the INCOME your inheritance produces just not on the asset you inherit by itself.
Ed McQuarrie talks the REAL History of Stocks and Bond performance.
Worried About a Stock Market Crash? Here’s What You Should Be Worried About Instead. - Barron's https://share.google/zxmc1t7eE4TLrdHPh
Read this article from Barron's
https://www.morningstar.com/portfolios/when-it-comes-bonds-dont-be-hero
Interesting article on bond allocation, short term needs for retirement are better to be in a money market account up to two years of spending and up to ten years in a high quality active bond fund. Also active bonds have outperformed index bond funds by one percent
