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Posts
- How To Change Your Residency To Another State For Tax Purposes
- Should You Put Your House In A Trust?
- Advanced Tax Strategies For Inherited IRA’s
- The Accountant Put The Owner’s Kids On Payroll And Bomb Shelled The 401(k) Plan
- Percentage of Pay vs Flat Dollar Amount
- Will There Be A Santa Claus Rally This Year?
- Navigating Student Loan Repayment Programs
- What Happens To My Pension If The Company Goes Bankrupt?
- Volatility, Market Timing, and Long-Term Investing
- How To Pay 0% Tax On Capital Gains Income
- The Stock Market Dropped 800 Points Today. Is This A Warning Sign?
- How Could The Midterm Elections Impact The Stock Market?
- Target Date Funds: A Public Service Announcement
- New York May Deviate From The New 529 Rules
- After A Divorce, Who Gets To File As Head of Household For Their Taxes?
- Patience Should Reward Investors In 2018
- We Are Sleep Walking Into The Next Crisis
- The Medicaid Spend Down Process In New York
- Beware of the 5 Year Rule for Your Roth Assets
- Does “Sell In May And Go Away” Really Work?
- College Students: The Top 2 Action Items To Get Ahead
- Don’t Let Taxes Dictate Your Investment Decisions
- Can I Open A Roth IRA For My Child?
- Should I Rollover My Pension To An IRA?
- Moving Expenses Are No Longer Deductible
- Spouse Inherited IRA Options
- How Are Trustee Commissions Calculated & Taxed?
- Are The New Trade Tariffs Good Or Bad For The Stock Market?
- Warning To All Employees: Review The Tax Withholding In Your Paycheck Otherwise A Big Tax Bill May Be Waiting For You
- Big Changes For 401(k) Hardship Distributions
- 403(b) Lawsuits Continue To Spread To More Colleges
- The Top 2 Strategies For Paying Off Student Loan Debt
- No Deduction For Entertainment Expenses In 2018. Ouch!!
- Divorce: The Difference Between Mediation, Collaborative, and Litigation
- What Happened The Last Time The Dow Dropped By More Than 4% In A Day?
- When Do Higher Interest Rates Become Harmful To The Stock Market?
- The Dow Dropped 362 Points Yesterday. Now What?
- The Marriage Penalty: Past and Present
- The Government Is Shut Down. Should You Be Worried?
- More Taxpayers Will Qualify For The Child Tax Credit In 2018
- How Much Will Your Paycheck Increase In 2018?
- Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction
- How Much Will The Value Of Your House Drop Under The New Tax Law?
- Will Home Equity Loan Interest Be Deductible In 2018?
- How Rental Income Will Be Taxed In 2018
- What Does Tax Reform Mean For The Markets In 2018?
- Tax Reform Could Lead To A Spike In The Divorce Rate In 2018
- Tax Reform: Changes To 529 Accounts & Coverdell IRA’s
- How Pass-Through Income Will Be Taxed In 2018 For Small Business Owners
- Should You Prepay Your 2018 Property Taxes In 2017?
- Tax Reform: Summary Of The Changes
- Attention Middle Class: The End Is Near
- A Lesson From Bitcoin
- Do I Make Too Much To Qualify For Financial Aid?
- The Procedures For Splitting Retirement Accounts In A Divorce
- The House Passed The Tax Bill. What’s The Next Step?
- Do Trusts Expire?
- Divorce: Make Sure You Address The College Savings Accounts
- Common Mistakes With Grandparent Owned 529 Accounts
- M&A Activity: Make Sure You Address The Seller’s 401(k) Plan
- How Much Should I Budget For Health Care Costs In Retirement?
- Tax Reform: Your Company May Voluntarily Terminate Your Retirement Plan
- Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity
- Tax Reform: At What Cost?
- How Do Inherited IRA’s Work For Non-Spouse Beneficiaries?
- 5 Options For Money Left Over In College 529 Plans
- Social Security Filing Strategies
- Equifax Data Breach: How To Protect Yourself
- How Does A Simple IRA Plan Work?
- Watch These Two Market Indicators
- Simple IRA vs 401(k) Plan
- How Does A SEP IRA Work?
- How Do Single(k) Plans Work?
- 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
- The Fiduciary Rule: Exposing Your 401(K) Advisor’s Secrets
- 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?
- How Do Phantom Stock Plans Work?
- How To Teach Your Kids About Investing
- Planning for Long Term Care
- Small Business Owners: How To Lower The Cost of Health Insurance
- Tax Secret: R&D Tax Credits…You May Qualify
- Financial Planning To Do’s For A Family
- Avoid These 1099 “Employee” Pitfalls
- Tax Secret: Spousal IRAs
- Should I Buy Or Lease A Car?
- NY Free Tuition – Facts and Myths
- Strategies to Save for Retirement with No Company Retirement Plan
- Changes to 2016 Tax Filing Deadlines
- A New Year: Should I Make Changes To My Retirement Account?
- Where Are We In The Market Cycle?
- Traditional vs. Roth IRA’s: Differences, Pros, and Cons
- Market Alert – UK Votes To Exit EU
- What is a Bond?
- Do I Have To Pay Taxes On My Inheritance?
- The Process Of Buying A House
- How Much Money Do I Need To Save To Retire?
- First Time Homebuyer Tips
- Stock Options 101: ISO, NQSO, and Restricted Stock
- How Is Child Support & Alimony Calculated In New York?
- How To Prepare Financially For A Divorce
- Sample Business Plan
- Types of Retirement Plans
- Rollover Chart
- Expense Planner
- Financial Planning Questionnaire
- Year End Tax Strategies
- Understanding Investment Tax Forms
- Should I Establish an Employer Sponsored Retirement Plan?
- 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?
- Backdoor Roth IRA Contribution Strategy
- What is the 60 Day Rule and How Should it be Used?
- How Much Life Insurance Do I Need?
- Paying Down Debt: What is the Best Strategy?
- What is the Process for Setting Up a Will?
- How Should I Incorporate My Business?
- Simple IRA vs. 401(k) – Which one is right for your company?
- Comparing Different Types of Employer Sponsored Retirement Plans
- How to Create a Business Plan
