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  Feature Article: Portfolio Strategies » For Bucket Portfolios, the Devil Is in the Details by Christine Benz Guidance on implementing a bucket strategy in a real world portfolio, including portfolios with more than one type of account.     Portfolio Strategies...

Feature Article » Making Better and More Rational Decisions by Charles Rotblut, CFA and Annie Duke Thinking about the various ways the future could play out can help you prepare for unfavorable outcomes and avoid irrational decisions. First Cut » Hagstrom’s Essential Buffett...

Feature Article » The Basics of Real Estate Investment Trusts (REITs) by Jaclyn N. McClellan These investment trusts provide direct exposure to real estate and are required to distribute at least 90% of their taxable income.   Portfolio Strategies » The Impact of Saving...

The “kiddie tax” applies to children up to age 18 and could apply to children up to age 23—depending on how much earned income they have and whether or not they are full-time students. In 2017, children with investment income above a certain amount may have had part or all...

The April 2018 AAII Journal is Now Available Online.   Feature Article » Are You Spending Too Little in Retirement? by Meir Statman While mental tools and self-control are useful when saving, in retirement, they can stop us from spending on ourselves and family.   Financial...

The IRS issued updates to tax reform rules that affect a few figures reported in our Tax Guide (December 2017 AAII Journal) and Tax Guide Update (March 2018 AAII Journal). Health Savings Accounts Contributions to a Health Savings Account (HSA) cannot exceed $6,850 for a family high-deductible...

Feature Article » Tax Guide Update: The Tax Cuts and Jobs Act and 2018 Taxes by AAII Staff A comprehensive overview of the changes affecting most individual investors, including tax rates, deductions and exemptions.   AAII InvestoGraphic » The Cost of Panicking by AAII...

Feature Article » The Individual Investor’s Guide to the Top Mutual Funds 2018 by AAII Staff Our annual mutual fund guide provides information and performance statistics on nearly 1,600 funds on AAII.com.   Departments » Briefly Noted Current news items of interest...

The 2018 tax information on page 22 of AAII’s Tax Guide has now been updated. This includes allowable tax benefits such as deductions and maximum contributions. Here’s a link to the PDF of this page. Scroll down below the link to read more details about these changes. The...

  Feature Article » Polar Opposite: MAGNET Complex Goes From Bottom to Top in 2017 by Wayne A. Thorp, CFA Our annual review of the AAII screening strategies finds MAGNET Complex on top after being the worst performer in 2016.   Portfolio Strategies » Insights on...