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Author Archives

Unrelated Business Income and IRAs?

I became aware not that long ago of the Unrelated Business Income (UBI) Tax in the USA tax code, I frankly find the IRS Publication 598 which is supposed to explain it very unclear with regard to how it applies to an IRA (or presumably to an ESA or HSA) – it’s probably reasonably clear […]

High Income Factor?

Has anyone had much experience – positive or negative – with the High Income Factor (another Newsmax letter), by Tom Hutchinson? It’s not yet listed in the newsletters section of this website, so I think it’s fairly new, apparently started December, 2011. Or has anyone had experience with other publications by that author? I have […]

Recent Author Comments

On True Wealth Systems
I purchased a "lifetime" subscription (lifetime in quotes because there was a small annual maintenance fee attached) to True Wealth Systems because the first few issues I got looked interesting, and the lifetime subscription wasn't outrageously expensive.[...]
On Microblog: Unrelated Business Income and IRAs?
Thank you both. Travis, the links certainly help. James, it sounds like when researching an investment, I can do an Edgar search to see if they have any K-1 filings, and if not, not worry about it. Appreciate the info, guys.[...]
On "Phase 2 of the Bakken Bonanza Is Underway"
What would concern me about the analyst estimates here are that according to the earnings tab on Schwab. 10 of the last 12 quarters have led to a negative surprise on earnings. (The other two quarters were one positive surprise and one no surprise.) Is th[...]
On Microblog: Ultimate wealth
FWIW: On the notice I got, it said "Due to some personal issues, I am going to be stepping away from the newsletter for a while. These personal issues have nothing to do with my health or anything like that, but they will require my utmost attention. " [...]
On Microblog: A Few Things to Keep an Eye On
Jim, Like you, I have tried a glucosamine (and in my case +chondroitin + vitamin D-3) supplement with no apparent effect except on my wallet. However, I noticed Doc's comment that only for glucosamine sulfate is there some evidence of effectiveness. A[...]

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