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 Planning, and Nerd Wallet among others. Here is a sampling from the last three months. Roth Conversions You Are Better Off Avoiding Don’t Forfeit 50% of an Inherited Roth IRA to the…

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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 Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months. 6 Keys To a Happy Retirement Tax Planning For Retirees Takes Many Forms Can I Write…

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When should you file for Social Security?

Making News… We  produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns to Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months. 18 Social Security Surprises Can I…

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Year-end financial planning

  Although the ups and downs of the financial markets get considerable attention, personal financial planning involves much more than just managing investments. While we always preach the value of maintaining a well-grounded long term perspective, it is also worthwhile to consider short term tactics that can boost one’s bottom line. Our year-end financial planning…

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Estate planning was never just about taxes

One outcome of the 2013 tax code changes is U.S. citizens can leave up to $5.25 million free of estate taxes if they pass away in 2013. This $5.25 million exemption amount is automatically adjusted for inflation each year. Married couples can leave up to $10.5 million free of estate tax to the next generation.…

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Protect yourself against tax fraud and identity theft

March 2013 Fraud is much easier to commit when dealing with complex and confusing matters. The American Tax Relief Act of 2012 (ATRA) passed at the eleventh hour of the “fiscal cliff” drama did little to reduce the complexity of our tax code. But confusion with tax changes does not have to result in fraud.…

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