Paul Deer, CFP®

What is a 1099 Form?

What is a 1099 Form?

What is a 1099 Form — And Why Are They Important? As you pull together all the documents you’ll need to prepare your federal tax return for the 2018 tax year, you may have received an IRS form 1099. But you might not be clear on exactly what this tax form is...
How Will Tax Law Changes Affect Me in 2019?

How Will Tax Law Changes Affect Me in 2019?

Tax Law Changes: 2019 For a complete guide to filing your income taxes from the 2018 tax year, read our 2019 Tax Guide. How Tax Law Changes Could Affect Your 2018 Income Tax Return The tax-filing season that just got underway is the first one under the major...
Weekly Market Digest: 2018 Ends With Continued Volatility

Weekly Market Digest: 2018 Ends With Continued Volatility

Hello Readers – It has been an interesting close to 2018, to say the least. We have 1 more full trading day left in the year, and this may be the first year in recent memory where US stocks close out below where they started at the beginning of the year....
Weekly Market Digest: Markets See Continued Volatility

Weekly Market Digest: Markets See Continued Volatility

Firstly, I’d like to say thank you to all of our clients and users. We here at Personal Capital deeply appreciate your trust and engagement, and we look forward to continuing to serve you all in the coming decades. Also, I would like to thank all my fellow...
Weekly Market Digest: Musk Sued by SEC, Fed Hikes Interest Rates

Weekly Market Digest: Musk Sued by SEC, Fed Hikes Interest Rates

If you’re a market-focused investor, the big news this week was the Federal Reserve’s move to raise interest rates another 25 basis points, or 0.25%. This came along with messaging that indicated expectations of a 4th rate increase in 2018 with further rate...
When Can You Withdraw From Your 401k Or IRA Penalty Free?

When Can You Withdraw From Your 401k Or IRA Penalty Free?

If you are forced to withdraw funds from your IRA or 401k early, it’s helpful to know the rules and regulations around early withdrawals. 401ks, IRAs and other pre-tax retirement savings accounts are common ways to save for retirement, and millions of...