by Craig Moser on June 26, 2020
By Andy Ives, CFP®, AIF® IRA Analyst Follow Us on Twitter: @theslottreport The King of the Land wanted to send 100,000 of his greatest warriors off to battle. However, he was told that 20,000 of the warriors needed to remain behind […]
Continue Readingby Craig Moser on April 17, 2020
By Ian Berger, JD IRA Analyst Follow Us on Twitter: @theslottreport 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. […]
Continue Readingby Craig Moser on June 7, 2019
A revocable living trust is a unique way to own property today and transfer it to the beneficiary you choose at the time of death. It’s an estate planning tool that doubles as an effective financial planning tool. Here are […]
Continue Readingby Craig Moser on May 24, 2019
It can be very hard for people to grasp the fact that contributing to a tax-deferred IRA and/or 401k plan isn’t necessarily the best choice. There is a question of national debt, and a strong probability taxes will be higher […]
Continue Readingby Craig Moser on March 22, 2019
You may have seen people grumbling on social media about smaller tax refunds this year. Major media outlets (NY Times, USA Today, Washington Post, etc.) are reporting the average tax refund check is lower this year. Many think the tax […]
Continue Readingby Craig Moser on November 30, 2018
I frequently see people losing money to taxes. Usually it’s because they don’t consider (or understand) the impact different types of investments have on taxes. The trade-off of getting tax efficient is accepting short-term costs for long-term benefits. Below are […]
Continue Readingby Craig Moser on November 16, 2018
New Year’s Eve is still more than a month away. So why not avoid any last-minute fire drill and start your year end financial planning now? Do it now while you still have time to increase your retirement savings, and […]
Continue Readingby Craig Moser on August 24, 2018
Summer is almost over and children are either back in school, or soon will be. It’s a good time to review what 2018 has held so far. Did you get married or send a child to college? Did you retire […]
Continue Readingby Craig Moser on July 27, 2018
There’s an old saying, “you can pick your friends but you can’t pick your family!” Even if we could, no one would pick Uncle Sam because he always wants your money; even when you retire. Have you thought about paying […]
Continue Readingby Craig Moser on June 1, 2018
Have you thought about taxes and your future? We all know the government has bills to pay. To do that, they need tax revenue. Generating that tax revenue is debated with two primary choices. Either ask a smaller percentage of […]
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