From the blog

The IRS says that if you’re not withholding enough taxes throughout the year you have to pay an underpayment penalty. This can even be true if at the end of the year you’re due a refund! Much of the time this isn’t a problem, especially for people who earn a majority of their income through […]

What Are Capital Gains? A capital gain is simply any increase in the value of a capital asset (cars, houses, stocks, bonds, mutual funds / exchange traded funds, farm ground, other investment real estate, art, etc.). You’ve probably noticed the increase in home values lately and if you own your home and it’s worth more […]

You did it! You weren’t one of those people that waited until the last minute. You took your receipts and paystubs to your accountant months ago and now your taxes are safely nestled in the protective bosom of the IRS. Classic. Seriously, it can be a relief to get your taxes done because it can […]

April 5, 2022

Inheriting An IRA

Proverbs 13:22: “A good man leaves an inheritance to his children’s children.” (NKJV) Inheriting anything is such a blessing. I remember when my mother-in-law Debbie died suddenly how much of a blessing and a shock it was to my wife to inherit a little bit of money. Not much, mind you, but it was so […]

Wouldn’t it be wonderful if instead working because you had to you could work because you want to? It’d be nice to wake up in the morning motivated to serve and join in your community, rather than wake up slightly agitated that you’re off for another day serving someone else’s goals and desires. I know […]

It’s tax season! You and millions of other people are gathering documents smattered with seemingly random number/letter/hyphen combinations. W-2 K-1 1099 1099-R 1099-DIV 1098 1098-T 1099-INT 1095-A W-4 It’s time to diligently document every dime you brought in and try to find every expense you can deduct. If you still have to pay taxes after […]

That doesn’t mean we have to enjoy them. They happen frequently. I build portfolios knowing this and factor in large pullbacks. Sure, these are buying opportunities and big drops are necessary for those of us that are socking money away for financial independence. They’re also scary as heck and uncomfortable and especially nerve-racking for the […]

Subscribe to my newsletter

Join my newsletter and get biblical financial inspiration.

Demland Wealth LLC (“DW”) is a registered investment advisor offering advisory services in the State[s] of OH & IN and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication.

The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Demland Wealth LLC (referred to as “DW”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

All opinions and estimates constitute DW’s judgement as of the date of this communication and are subject to change without notice. DW does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall DW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if DW or a DW authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.