I received our tax reporting statement from Fidelity on Saturday, February 8. That’s the day Patti and I left for a week in Jamaica. I started and completed our returns on Sunday, February 16. The IRS deposited our refund on February 26. Ten days! This

The best time to convert traditional IRA shares to Roth is when stocks stink. You get more shares for the dollars you convert. I would not judge that stocks stink right now, but my FSKAX hit a high of about $170 per share in early

We got a breather on inflation. Inflation for February was half the rate for January. The most-widely reported measure, seasonally adjusted inflation, increased about 0.2% in January; the last six months point to about 3.6% annual rate. Core inflation, the measure closest to the one

Every January I track what happened to the $2,000 I contributed to my IRA many years ago. I contributed to my own IRA the first week of January for at least 20 years starting in 1980. I look back at my contributions to my IRA