Latest From Our Blog

October 15, 2015

Q&A: What Manner of Estate Planning do I Need if I Won't Have to Pay Federal Estate Taxes?

What manner of estate planning do I need if I won't have to pay federal estate taxes?

Estate Matters Tax

October 9, 2015

Q&A: What are the Tax Liabilities for Retired People Using 401(k) Money to Pay Off a Home Equity Line of Credit?

What are the tax liabilities for retired people using 401(k) money to pay off a home equity line of credit?

Retirement Accounts Social Security Tax

September 19, 2015

Q&A: How Much Can I Contribute to my IRA and is it Tax Deductible?

In 2015, you can contribute up to $5,500 of taxable compensation to a Traditional IRA, or $6,500 if you’re age 50+. If you participate in a retirement plan through work,

Retirement Accounts Tax

January 21, 2015

Q&A: "I am 70 Years Old. I Have $180,000 to Invest from an IRA. How Much Will I Have to Take Out at 70 1/2?"

Question: I am 70 Years Old. I Have $180,000 to Invest from an IRA. How Much Will I Have to Take Out at 70 1/2?

Retirement Accounts Retirement Income Tax

August 20, 2014

How to Pay Yourself in Retirement

I'm pleased to have several quotes in Graham Ober's August 19, 2014 article on Nasdaq.com. Check out the full article here:

Retirement Accounts Retirement Income Tax