Last week we saw small investors flex their collective muscle, starting 2021 with its own set of unprecedented story lines. Last week’s moves in a select set of heavily shorted stocks caused a stir on…
By Brighton Samet, Moneta Tax Planning Consultant Under guidance from the Internal Revenue Service (IRS), anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts had the opportunity to roll…
The Democratic Party took control of Congress and the White House for the first time in a decade as Electoral College votes were officially counted while two runoff elections for Georgia’s Senate seats were also…
By Brighton Samet, Moneta Tax Planning Consultant The IRS and the Treasury Department began issuing a second round of Economic Impact Payments, often referred to as stimulus payments. The direct deposit payments may take several…