-
What hasn’t changed in the new tax law?
With so many changes passed in the new tax code, it is easy to get confused. Many are asking, “What hasn’t changed in the new…
-
How can I do tax planning when the tax code is about to change?
With so much uncertainty surrounding tax proposals, many are asking, “How can I do tax planning when the tax code is about to change?” You…
-
How is the sale of a house taxed?
Most people own more than one home during their lives. How is the sale of a house taxed? Making News… We frequently produce Q&A columns…
-
Major changes to Social Security: How do they affect you?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
-
Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is…
-
Can you count on Social Security?
Many times in life, we find ourselves riled up about a rumor we hear which may or may not be true. Rumors, not facts, raise…
-
Can I just live off interest?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
-
Overlooked aspects of Roth accounts
“Tax free earnings”- that sure has a nice ring to it! Roth IRAs and Roth accounts in retirement plans such as 401(k)s and 403(b)s are…
-
What happens to my IRA money after I die?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street…
-
Should I convert to a Roth IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
-
How to stay happy in retirement
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial…
