Don't MAIL Tax Payments

Don't MAIL Tax Payments

January 15, 2024

If you MAIL estimated payments to the IRS, you might want to pay another way. We'll tell you why. In addition, if you are set up to receive electronic statements and trade confirmations, you should make sure you log in to Charles Schwab's portal so you can continue to receive those documents electronically. We'll explain.

Also, while we have been highlighting the increased contribution limits for 401(k)s and other retirement plans, we have not discussed how you should be allocated. We touch on this briefly today.

We also take a quick look at market breadth. This is one area of concern that we see in the markets.

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