Blog Detail
Getting Your Financial Ducks In A Row
http://www.financialducksinarow.com
Financial advice and information from a Certified Financial Planner(tm) and Enrolled Agent.
- Added on: Apr 24th, 2009
- Country: United States
- Language: English
- Author: Jim Blankenship
- Listed in: Finance Personal
- Tags: education Retirement taxes IRA advisor
Recent Posts
Deducting IRA Losses
Did you know that you could deduct losses in your IRA accounts? It’s not as simple as it sounds… but it is available and can be a sort of consolation prize for the poor individual that fits the circumstances. Deducting Losses on a Traditional I...
What Can a Broker Do For You?
You have choices when it comes to investing. You can go directly to a mutual fund company (such as Vanguard or T. Rowe Price) and choose investments yourself, or you can use a fee-only financial advisor to assist you in choosing investments. But ...
Don’t Forget Social Security in Your Roth IRA Conversion Strategy
With the coming change to the Roth IRA conversion rules, there is lots of focus on the decisions you face when considering a conversion. One area that often gets short shrift is the future impact on Social Security benefits taxation. Understandably...
Not So Fast! 9 Special Considerations Before Rolling Over Your 401(k)
Conventional wisdom has long told us that when we leave employment – either by taking another job, getting laid off, or retiring – it makes good sense to rollover our 401(k) plans to either an IRA or to our new employer’s 401(k) plan if that m...
Estate Tax in 2010: Redux and Predictions
As an update to the earlier post – “Estate Tax Changes for 2010 and 2011” – I’ve recently seen some compelling arguments and interesting predictions about what may or may not happen with the Estate Tax for 2010. Prognosticators Things ...
Facing the Possibility of Incapacity
Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, mental retardation, advancing age, and alcohol...
