Author - A Social Security Owner's Manual; expert, advisor, speaker; not affiliated with or employed by Social Security Administration
capital gains and losses, income tax, investing, investment, irs
beneficiary, coverdell accounts, coverdell education savings, coverdell education savings account, coverdell esa, education, federal employees retirement system, fee-only, fiduciary, financial...
TCJA allows an extended period of time to rollover 401k loan distributions. This will help folks who have left a job with outstanding 401k loans.
budgeting, education, education expenses, fafsa, financial aid, lifetime learning credit, teenager, tuition and fees
De-stress Your Investing
If you have capital gains or losses in your taxable portfolio, you can minimize taxes now and in the future by making smart moves now.
Small business owners (including farmers) may have a unique opportunity for Roth conversions if they have significant Net Operating Losses on the books.
Why Spending a Little On You Is Ok
divorce, Social Security, social security benefits, Social Security spousal benefit, social security survivor benefits
You can benefit in the long run by staging your Roth IRA conversions. This can reduce taxes and potentially eliminate RMDs.
We often have the question: what plans can I rollover my retirement plan to?
Having an appropriate investment philosophy is important to your success.
401k, 72t, IRA, ira account, qrp, qualified retirement plan, required minimum distribution, rmd, Roth IRA
There's an interesting story behind the most misused Social Security card number ever. How it all happened and other stories.
401 k, 401 k 403 b, 401k, 403 b, 457, IRA, ira account, qualified retirement plan, rmd, rmds, rollover, roth ira conversion
The IRS provides a way to make your saving activities pay off more for you, by way of the Saver's Credit. If you are eligible, it's a great benefit.
Get to know the ABC's of Medigap insurance coverage. Also known as Medicare Supplement coverage, this is an important part of your coverage.
auto insurance