Pages
- Blog
- Business Owner
- Company Retirement Plans
- Contact Us
- Divorce Attorney
- Economic Outlook
- Employee Financial Wellness
- Employer Sponsored Retirement Plans
- Financial Planning
- Home
- Investment Management
- Medicare
- Money Smart Board
- Our Team
- Professional Group
- Sitemap
- Speaking
- Speaking Engagement - Book Michael
- Subscribe to Blog Posts
- Tax and Accounting
- Tax Reform Seminar
- Test
- Welcome To Our Virtual Platform
Posts
Business Owners
- Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction
- How Do Single(k) Plans Work?
- How Pass-Through Income Will Be Taxed For Small Business Owners
- How Rental Income Will Be Taxed In Years 2019+
- How To Use Your Retirement Accounts To Start A Business
- M&A Activity: Make Sure You Address The Seller’s 401(k) Plan
- No Deduction For Entertainment Expenses In 2019. Ouch!!
- Tax Reform: At What Cost?
- How Do Phantom Stock Plans Work?
- Small Business Owners: How To Lower The Cost of Health Insurance
- Tax Secret: R&D Tax Credits…You May Qualify
- Avoid These 1099 “Employee” Pitfalls
- Tax Secret: Spousal IRAs
- How Should I Incorporate My Business?
- Comparing Different Types of Employer Sponsored Retirement Plans
- How to Create a Business Plan
Business Owners & Executives
- Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction
- Can I Open A Roth IRA For My Child?
- How Do Single(k) Plans Work?
- How Pass-Through Income Will Be Taxed For Small Business Owners
- How Rental Income Will Be Taxed In Years 2019+
- How To Pay 0% Tax On Capital Gains Income
- How To Use Your Retirement Accounts To Start A Business
- Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity
- M&A Activity: Make Sure You Address The Seller’s 401(k) Plan
- Moving Expenses Are No Longer Deductible
- No Deduction For Entertainment Expenses In 2019. Ouch!!
- Tax Reform: At What Cost?
- The Fiduciary Rule: Exposing Your 401(K) Advisor’s Secrets
- Who Pays The Tax On A Cash Gift?
- Should I Gift A Stock To My Kids Or Just Let Them Inherit It?
- How Do Phantom Stock Plans Work?
- Small Business Owners: How To Lower The Cost of Health Insurance
- Tax Secret: R&D Tax Credits…You May Qualify
- Avoid These 1099 “Employee” Pitfalls
- Tax Secret: Spousal IRAs
- How Should I Incorporate My Business?
- Comparing Different Types of Employer Sponsored Retirement Plans
- Backdoor Roth IRA Contribution Strategy
- Stock Options 101: ISO, NQSO, and Restricted Stock
- Year End Tax Strategies
- Simple IRA vs. 401(k) – Which one is right for your company?
- Should I Establish an Employer Sponsored Retirement Plan?
- How to Create a Business Plan
College Savings
- 5 Options For Money Left Over In College 529 Plans
- Common Mistakes With Grandparent Owned 529 Accounts
- Do I Make Too Much To Qualify For Financial Aid?
- New York May Deviate From The New 529 Rules
- Tax Reform: Changes To 529 Accounts & Coverdell IRA’s
- Understanding FAFSA & How To Qualify For More College Financial Aid
- Tax Deductions For College Savings
- NY Free Tuition – Facts and Myths
- Need to Know College Savings Strategies
Company Retirement Plans
- $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption
- 403(b) Lawsuits Continue To Spread To More Colleges
- Big Changes For 401(k) Hardship Distributions
- How Do Single(k) Plans Work?
- How Does A SEP IRA Work?
- How Does A Simple IRA Plan Work?
- Percentage of Pay vs Flat Dollar Amount
- Simple IRA vs 401(k) Plan
- Target Date Funds: A Public Service Announcement
- Volatility, Market Timing, and Long-Term Investing
- What Happens To My Pension If The Company Goes Bankrupt?
- The Fiduciary Rule: Exposing Your 401(K) Advisor’s Secrets
- Strategies to Save for Retirement with No Company Retirement Plan
- A New Year: Should I Make Changes To My Retirement Account?
- Comparing Different Types of Employer Sponsored Retirement Plans
- 401(k) March 15th Deadline
- Simple IRA vs. 401(k) – Which one is right for your company?
- Target Date Mutual Funds and Their Role in the 401(k) Space
- The Shift from Defined Benefit to Defined Contribution Plans
Divorce
- After A Divorce, Who Gets To File As Head of Household For Their Taxes?
- Divorce: Make Sure You Address The College Savings Accounts
- Divorce: The Difference Between Mediation, Collaborative, and Litigation
- How Do Social Security Survivor Benefits Work?
- Tax Reform Could Lead To A Spike In The Divorce Rate In 2018
- The Procedures For Splitting Retirement Accounts In A Divorce
- How Is Child Support & Alimony Calculated In New York?
- How To Prepare Financially For A Divorce
Economy & Markets
- A Lesson From Bitcoin
- Are The New Trade Tariffs Good Or Bad For The Stock Market?
- Attention Middle Class: The End Is Near
- Does “Sell In May And Go Away” Really Work?
- Don’t Let Taxes Dictate Your Investment Decisions
- How Could The Midterm Elections Impact The Stock Market?
- Manufacturing Is Contracting: Another Economic Indicator Flashes Red
- Patience Should Reward Investors In 2018
- The Dow Dropped 362 Points Yesterday. Now What?
- The Government Is Shut Down. Should You Be Worried?
- The Stock Market Dropped 800 Points Today. Is This A Warning Sign?
- The Top 4 Things That You Need To Know About The Trade War With China
- Watch These Two Market Indicators
- We Are Sleep Walking Into The Next Crisis
- What Does Tax Reform Mean For The Markets In 2018?
- What Happened The Last Time The Dow Dropped By More Than 4% In A Day?
- What Is An Inverted Yield Curve?
- When Do Higher Interest Rates Become Harmful To The Stock Market?
- Will There Be A Santa Claus Rally This Year?
- The #1 Question To Ask Yourself Before Selling A Stock
- Where Are We In The Market Cycle?
- Market Alert – UK Votes To Exit EU
Estate Planning
- Do I Have To Pay Tax On A House That I Inherited?
- Do Trusts Expire?
- How Are Trustee Commissions Calculated & Taxed?
- Should You Put Your House In A Trust?
- Spouse Inherited IRA Options
- The Medicaid Spend Down Process In New York
- Should I Establish A Power of Attorney?
- Planning for Long Term Care
- Do I Have To Pay Taxes On My Inheritance?
- What is the Process for Setting Up a Will?
Family Finances
- $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption
- 4 Things That Elite Millennials Do To Fast Track Their Careers
- 5 Options For Money Left Over In College 529 Plans
- Can I Open A Roth IRA For My Child?
- Do I Have To Pay Tax On A House That I Inherited?
- Do I Make Too Much To Qualify For Financial Aid?
- Equifax Data Breach: How To Protect Yourself
- How Much Emergency Fund Should You Have And How To Get There
- How Much Will The Value Of Your House Drop Under The New Tax Law?
- How Much Will Your Paycheck Increase In 2018?
- More Taxpayers Will Qualify For The Child Tax Credit
- Moving Expenses Are No Longer Deductible
- Should I Payoff My Mortgage Early?
- Tax Reform: Your Company May Voluntarily Terminate Your Retirement Plan
- The Marriage Penalty: Past and Present
- The Top 2 Strategies For Paying Off Student Loan Debt
- Warning To All Employees: Review The Tax Withholding In Your Paycheck Otherwise A Big Tax Bill May Be Waiting For You
- Will Home Equity Loan Interest Be Deductible In 2019+?
- Can I Negotiate A Car Lease Buyout?
- Can I Use My 401K or IRA To Buy A House?
- Tax Deductions For College Savings
- Who Pays The Tax On A Cash Gift?
- How To Teach Your Kids About Investing
- Financial Planning To Do’s For A Family
- Should I Buy Or Lease A Car?
- NY Free Tuition – Facts and Myths
- Do I Have To Pay Taxes On My Inheritance?
- The Process Of Buying A House
- Year End Tax Strategies
- Paying Down Debt: What is the Best Strategy?
- How Much Life Insurance Do I Need?
- What is the Process for Setting Up a Will?
- Need to Know College Savings Strategies
Financial Planning
- Do I Have To Pay Tax On A House That I Inherited?
- How Much Should I Budget For Health Care Costs In Retirement?
- New Rules For Non Spouse Beneficiaries Of Retirement Accounts Starting In 2020
- Potential Consequences of Taking IRA Distributions to Pay Off Debt
- Social Security Filing Strategies
- Can I Negotiate A Car Lease Buyout?
- Can I Use My 401K or IRA To Buy A House?
- Should I Gift A Stock To My Kids Or Just Let Them Inherit It?
- How To Teach Your Kids About Investing
- Planning for Long Term Care
- Financial Planning To Do’s For A Family
- Should I Buy Or Lease A Car?
- Strategies to Save for Retirement with No Company Retirement Plan
- The Process Of Buying A House
- How Much Money Do I Need To Save To Retire?
- Backdoor Roth IRA Contribution Strategy
- First Time Homebuyer Tips
- Paying Down Debt: What is the Best Strategy?
- How Much Life Insurance Do I Need?
Homepage Newsroom
- $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption
- Are The New Trade Tariffs Good Or Bad For The Stock Market?
- Does “Sell In May And Go Away” Really Work?
- Don’t Let Taxes Dictate Your Investment Decisions
- How Could The Midterm Elections Impact The Stock Market?
- How Do Social Security Survivor Benefits Work?
- How Much Emergency Fund Should You Have And How To Get There
- How To Use Your Retirement Accounts To Start A Business
- Introduction To Medicare
- IRA RMD Start Date Changed From Age 70 ½ to Age 72 Starting In 2020
- Manufacturing Is Contracting: Another Economic Indicator Flashes Red
- New Rules For Non Spouse Beneficiaries Of Retirement Accounts Starting In 2020
- No Deduction For Entertainment Expenses In 2019. Ouch!!
- Patience Should Reward Investors In 2018
- Percentage of Pay vs Flat Dollar Amount
- Potential Consequences of Taking IRA Distributions to Pay Off Debt
- Should I Payoff My Mortgage Early?
- Should You Put Your House In A Trust?
- The Top 2 Strategies For Paying Off Student Loan Debt
- The Top 4 Things That You Need To Know About The Trade War With China
- Understanding FAFSA & How To Qualify For More College Financial Aid
- We Are Sleep Walking Into The Next Crisis
- What Happens To My Pension If The Company Goes Bankrupt?
- What Is An Inverted Yield Curve?
Insurance
Investing
- A Lesson From Bitcoin
- Are The New Trade Tariffs Good Or Bad For The Stock Market?
- Attention Middle Class: The End Is Near
- Does “Sell In May And Go Away” Really Work?
- Don’t Let Taxes Dictate Your Investment Decisions
- How Could The Midterm Elections Impact The Stock Market?
- Manufacturing Is Contracting: Another Economic Indicator Flashes Red
- Patience Should Reward Investors In 2018
- The Dow Dropped 362 Points Yesterday. Now What?
- The Government Is Shut Down. Should You Be Worried?
- The Stock Market Dropped 800 Points Today. Is This A Warning Sign?
- The Top 4 Things That You Need To Know About The Trade War With China
- Volatility, Market Timing, and Long-Term Investing
- Watch These Two Market Indicators
- We Are Sleep Walking Into The Next Crisis
- What Does Tax Reform Mean For The Markets In 2018?
- What Happened The Last Time The Dow Dropped By More Than 4% In A Day?
- What Is An Inverted Yield Curve?
- When Do Higher Interest Rates Become Harmful To The Stock Market?
- The #1 Question To Ask Yourself Before Selling A Stock
- Where Are We In The Market Cycle?
- Market Alert – UK Votes To Exit EU
- What is a Bond?
IRA’s
- Beware of the 5 Year Rule for Your Roth Assets
- Can I Open A Roth IRA For My Child?
- How Do Inherited IRA’s Work For Non-Spouse Beneficiaries?
- IRA RMD Start Date Changed From Age 70 ½ to Age 72 Starting In 2020
- Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity
- New Rules For Non Spouse Beneficiaries Of Retirement Accounts Starting In 2020
- Spouse Inherited IRA Options
- Understanding Required Minimum Distributions & Advanced Tax Strategies For RMD’s
- Required Minimum Distribution Tax Strategies
- Tax Secret: Spousal IRAs
- Traditional vs. Roth IRA’s: Differences, Pros, and Cons
- Backdoor Roth IRA Contribution Strategy
- Inherited IRA’s: How Do They Work?
- What is the 60 Day Rule and How Should it be Used?
Medicare
Most Read
Newsroom
- $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption
- 4 Things That Elite Millennials Do To Fast Track Their Careers
- 403(b) Lawsuits Continue To Spread To More Colleges
- A Lesson From Bitcoin
- Advanced Tax Strategies For Inherited IRA’s
- Are The New Trade Tariffs Good Or Bad For The Stock Market?
- Attention Middle Class: The End Is Near
- Beware of the 5 Year Rule for Your Roth Assets
- Big Changes For 401(k) Hardship Distributions
- Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction
- Can I Open A Roth IRA For My Child?
- College Students: The Top 2 Action Items To Get Ahead
- Do I Have To Pay Tax On A House That I Inherited?
- Do I Make Too Much To Qualify For Financial Aid?
- Does “Sell In May And Go Away” Really Work?
- Don’t Let Taxes Dictate Your Investment Decisions
- Equifax Data Breach: How To Protect Yourself
- How Could The Midterm Elections Impact The Stock Market?
- How Do Inherited IRA’s Work For Non-Spouse Beneficiaries?
- How Do Social Security Survivor Benefits Work?
- How Much Emergency Fund Should You Have And How To Get There
- How Much Should I Budget For Health Care Costs In Retirement?
- How Much Will The Value Of Your House Drop Under The New Tax Law?
- How Much Will Your Paycheck Increase In 2018?
- How Pass-Through Income Will Be Taxed For Small Business Owners
- How Rental Income Will Be Taxed In Years 2019+
- How To Change Your Residency To Another State For Tax Purposes
- How To Pay 0% Tax On Capital Gains Income
- How To Use Your Retirement Accounts To Start A Business
- Introduction To Medicare
- IRA RMD Start Date Changed From Age 70 ½ to Age 72 Starting In 2020
- Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity
- Manufacturing Is Contracting: Another Economic Indicator Flashes Red
- Medicare Supplemental Plans (“Medigap”) vs. Medicare Advantage Plans
- More Taxpayers Will Qualify For The Child Tax Credit
- Moving Expenses Are No Longer Deductible
- Navigating Student Loan Repayment Programs
- New Rules For Non Spouse Beneficiaries Of Retirement Accounts Starting In 2020
- New York May Deviate From The New 529 Rules
- No Deduction For Entertainment Expenses In 2019. Ouch!!
- Patience Should Reward Investors In 2018
- Percentage of Pay vs Flat Dollar Amount
- Potential Consequences of Taking IRA Distributions to Pay Off Debt
- Should I Payoff My Mortgage Early?
- Should I Rollover My Pension To An IRA?
- Should You Put Your House In A Trust?
- Social Security Filing Strategies
- Spouse Inherited IRA Options
- STAR Property Tax Credit: Make Sure You Know The New Income Limits
- Target Date Funds: A Public Service Announcement
- Tax Reform Could Lead To A Spike In The Divorce Rate In 2018
- Tax Reform: Your Company May Voluntarily Terminate Your Retirement Plan
- Tax Reform: Changes To 529 Accounts & Coverdell IRA’s
- Tax Reform: Summary Of The Changes
- The Accountant Put The Owner’s Kids On Payroll And Bomb Shelled The 401(k) Plan
- The Dow Dropped 362 Points Yesterday. Now What?
- The Government Is Shut Down. Should You Be Worried?
- The Marriage Penalty: Past and Present
- The Medicaid Spend Down Process In New York
- The Stock Market Dropped 800 Points Today. Is This A Warning Sign?
- The Top 2 Strategies For Paying Off Student Loan Debt
- The Top 4 Things That You Need To Know About The Trade War With China
- Understanding FAFSA & How To Qualify For More College Financial Aid
- Understanding Required Minimum Distributions & Advanced Tax Strategies For RMD’s
- Volatility, Market Timing, and Long-Term Investing
- Warning To All Employees: Review The Tax Withholding In Your Paycheck Otherwise A Big Tax Bill May Be Waiting For You
- Watch These Two Market Indicators
- We Are Sleep Walking Into The Next Crisis
- What Does Tax Reform Mean For The Markets In 2018?
- What Happened The Last Time The Dow Dropped By More Than 4% In A Day?
- What Happens To My Pension If The Company Goes Bankrupt?
- What Is An Inverted Yield Curve?
- When Do Higher Interest Rates Become Harmful To The Stock Market?
- Why Do You Owe More In Taxes This Year?
- Will Home Equity Loan Interest Be Deductible In 2019+?
- Can I Negotiate A Car Lease Buyout?
- Can I Use My 401K or IRA To Buy A House?
- Required Minimum Distribution Tax Strategies
- The #1 Question To Ask Yourself Before Selling A Stock
- Tax Deductions For College Savings
- Social Security Loophole: Age 62+ With Kids In High School
- Who Pays The Tax On A Cash Gift?
- Small Business Owners: How To Lower The Cost of Health Insurance
- Do I Have To Pay Taxes On My Inheritance?
- The Process Of Buying A House
- Comparing Different Types of Employer Sponsored Retirement Plans
- How is my Social Security Benefit Calculated?
Resources
Retirement Central
- Advanced Tax Strategies For Inherited IRA’s
- How Do Inherited IRA’s Work For Non-Spouse Beneficiaries?
- How Do Social Security Survivor Benefits Work?
- How Much Should I Budget For Health Care Costs In Retirement?
- How To Change Your Residency To Another State For Tax Purposes
- Introduction To Medicare
- IRA RMD Start Date Changed From Age 70 ½ to Age 72 Starting In 2020
- Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity
- Medicare Supplemental Plans (“Medigap”) vs. Medicare Advantage Plans
- Potential Consequences of Taking IRA Distributions to Pay Off Debt
- Should I Rollover My Pension To An IRA?
- Social Security Filing Strategies
- What Happens To My Pension If The Company Goes Bankrupt?
- When To Enroll In Medicare
- Required Minimum Distribution Tax Strategies
- Social Security Loophole: Age 62+ With Kids In High School
- Should I Establish A Power of Attorney?
- Who Pays The Tax On A Cash Gift?
- Should I Gift A Stock To My Kids Or Just Let Them Inherit It?
- Planning for Long Term Care
- Strategies to Save for Retirement with No Company Retirement Plan
- A New Year: Should I Make Changes To My Retirement Account?
- Traditional vs. Roth IRA’s: Differences, Pros, and Cons
- Do I Have To Pay Taxes On My Inheritance?
- How Much Money Do I Need To Save To Retire?
- Comparing Different Types of Employer Sponsored Retirement Plans
- How is my Social Security Benefit Calculated?
- Do I Have to Pay Taxes on my Social Security Benefit?
- Can I Receive Social Security Benefits While I’m Still Working?
- Inherited IRA’s: How Do They Work?
- What is the Process for Setting Up a Will?
Students & Young Professionals
- 4 Things That Elite Millennials Do To Fast Track Their Careers
- College Students: The Top 2 Action Items To Get Ahead
- Equifax Data Breach: How To Protect Yourself
- How To Use Your Retirement Accounts To Start A Business
- Navigating Student Loan Repayment Programs
- The Top 2 Strategies For Paying Off Student Loan Debt
- Understanding FAFSA & How To Qualify For More College Financial Aid
- Can I Use My 401K or IRA To Buy A House?
- The #1 Question To Ask Yourself Before Selling A Stock
- Should I Buy Or Lease A Car?
- NY Free Tuition – Facts and Myths
- Traditional vs. Roth IRA’s: Differences, Pros, and Cons
- What is a Bond?
- The Process Of Buying A House
- First Time Homebuyer Tips
- Paying Down Debt: What is the Best Strategy?
- How to Create a Business Plan
- Need to Know College Savings Strategies
Tax Strategies
- $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption
- Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction
- Do I Have To Pay Tax On A House That I Inherited?
- How Much Will The Value Of Your House Drop Under The New Tax Law?
- How Pass-Through Income Will Be Taxed For Small Business Owners
- How Rental Income Will Be Taxed In Years 2019+
- How To Change Your Residency To Another State For Tax Purposes
- How To Pay 0% Tax On Capital Gains Income
- More Taxpayers Will Qualify For The Child Tax Credit
- Moving Expenses Are No Longer Deductible
- New York May Deviate From The New 529 Rules
- No Deduction For Entertainment Expenses In 2019. Ouch!!
- Should You Prepay Your 2018 Property Taxes In 2017?
- STAR Property Tax Credit: Make Sure You Know The New Income Limits
- Tax Reform: Your Company May Voluntarily Terminate Your Retirement Plan
- Tax Reform: At What Cost?
- The Accountant Put The Owner’s Kids On Payroll And Bomb Shelled The 401(k) Plan
- The House Passed The Tax Bill. What’s The Next Step?
- Understanding Required Minimum Distributions & Advanced Tax Strategies For RMD’s
- Warning To All Employees: Review The Tax Withholding In Your Paycheck Otherwise A Big Tax Bill May Be Waiting For You
- Why Do You Owe More In Taxes This Year?
- Will Home Equity Loan Interest Be Deductible In 2019+?
- Who Pays The Tax On A Cash Gift?
- Tax Secret: R&D Tax Credits…You May Qualify
- Avoid These 1099 “Employee” Pitfalls
- Tax Secret: Spousal IRAs
- Changes to 2016 Tax Filing Deadlines
- Do I Have To Pay Taxes On My Inheritance?
- Year End Tax Strategies
- Understanding Investment Tax Forms
- Should I Establish an Employer Sponsored Retirement Plan?
- Do I Have to Pay Taxes on my Social Security Benefit?
(Visited 151 times, 1 visits today)
