Boston Portfolio Advisers, LLC

05/06/2022

From our friends at GMO in Boston.

Ben Inker thinks value is going to beat growth by a good margin in the years ahead.

01/03/2022

"Leakages come from three sources: cash-outs when participants change jobs, hardship withdrawals, and the failure to repay loans. The government has attempted to discourage leakages by generally imposing a 10% penalty — in addition to regular income taxes — on withdrawals before age 59½."

New study on leakages narrows the range of estimates

12/03/2021

Roths have been in the news a lot recently as Congress looks to raise revenue and might scale back or eliminate the most favorable aspects of Roth IRAs for many Americans. But the math behind Roth conversions is complex and relies on many assumptions to get it right.

Decisions, decisions. Here's the math.

07/11/2018

Tune in to AM 830 on Thursday, July 12 from 10:00 to 11:00 AM to hear Brad Williams with Attorney Allen Margulis of the Total Counsel Law Group. Allen embraces the "Team Approach" and believes that by having all the "minds" around the table, the clients' interests are put first. Allen and Brad will be talking about the markets, personal finance and politics. See you then!
Listen at: http://wcrnradio.com/

02/12/2018

Even though the federal estate tax has been relaxed and fewer estates will owe tax, Massachusetts's estate tax is still one of the most onerous in the nation - ranked 2nd worst by Kiplinger.

Nobody wants to die. But you really don't want to die in these 10 states.

12/22/2017

We are always watching these issues for our clients who are retirees. There are a couple of new wrinkles for 2018 and beyond.

From IRA conversions to charitable deductions, here’s what you need to know.

12/19/2017

Check out the new tax brackets here. Let us know if you have any questions.

Here's how your brackets stack up under the new bill.

12/07/2017

It seems that the mortgage interest deduction has been under attack from both sides of the aisle.

One of America’s most popular tax breaks is about to be rendered nearly useless. And there are few economists rushing to defend it.

09/11/2017

Another record high for the S&P 500 as Wall Street, New York and the country reflect on those lost 16 years ago today.

Stocks rose sharply Monday as the damage from Hurricane Irma appeared to be less than feared.

08/15/2017

Listen to Jay and Brad as Jay makes his radio debut on Talk 830 AM with Allen Margulis on Tuesday, August 15 from 10:00 - 11:00 AM. They will be discussing the current rally in global stock markets and the new fiduciary rule for retirement account advisors. Spoiler alert: Boston Portfolio Advisers has always acted as a fiduciary to our clients.

05/30/2017

This is great news for our clients in Massachusetts who are saving for college expenses. Until recently, there was no incentive to use the Massachusetts-sponsored 529 plan for college savings.

Contact: Martha Savery, Director of Public Affairs [email protected] 617.224.4813 METHUEN – The state’s new college savings tax deduction, signed into law by Governor Charlie Baker, is achieving its goal of encouraging families to save for college. In the first three months of 2017, families opened 6...