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Happy 20th Birthday, Roth IRA

Happy 20th Birthday, Roth IRA! On August 5th 1997, Bill Clinton signed the Tax Relief Act of 1997 into law. This new tax law created a new type of IRA for American savers. The IRA was named after Delaware Senator William V. Roth Jr and the Roth IRA became available in January 1998. To celebrate …

2017 – The Year in Review

2017: A Record Year Investors are in many ways historians. Each year we package up the twelve months from January to December in a synopsis of events, themes, and lessons, hoping to learn from the past, in an effort to make better decisions in the future. These events and lessons are critical because, as the …

Bridgeworth 2017 Holiday Giving Spotlights the American Red Cross

2017 will be remembered for many things: a solar eclipse that brought work and school to a standstill as we all gathered outside to watch this natural phenomenon; a strong and steady stock market; and an unprecedented number of natural and manmade disasters: wildfires that swept through California, horrific shootings in Las Vegas and Texas, …

Reasons to Consider Gifting Appreciated Securities to Charity

With markets continuing to boom, many people are seeing their stocks and other securities gain value quickly. One way to best make use of that growth—and avoid tax penalties for it—is to gift appreciated securities directly to the charitable organization of your choice. It’s a great option and many simply overlook this special tax provision. …