Year-End Financial Review
Year-End Financial Review It’s [...]
The 2021 Estate Tax Exemption
The 2021 Estate Tax Exemption [...]
The Social Security Tax Trap
The Social Security Tax Trap [...]
2021 Estate Tax Exemption
2021 Estate Tax Exemption [...]
Flirting With Financial Disaster
On this episode of the How Money Works Podcast, we talk about some of the areas of your financial life where you might be flirting with disaster and how you can fix it.
Tax Planning With Addison Maille
Two specific topics we want to get Addison Maille's insight on are business succession planning and real estate investing tax challenges. We’ll discuss those things plus learn more about the tax planning process and what people can be doing over the second half of the year.
Paying Taxes From Another Source
Be careful before diving headfirst into a Roth conversion. Evaluate your income for the year and determine how much wiggle room you have before potentially pushing into the next tax bracket. Remember that Roth conversions can impact financial aid, IRMAA surcharges and other items based on income.
CARES Act Relief
The recently-enacted “Coronavirus Aid, Relief, and Economic Security Act,” or CARES Act, includes special tax relief for IRA and company plan withdrawals made in 2020 and for company plan loans. Here is an overview of the CARES Act relief.
