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One-minute answer

Want to Grow Your Money?

Retirement & Social Security

Remember SEPS/IRA's, these you can put money into and you can still save tax for the past year. So if you have maybe a small amount due and…

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One-minute answer

The Qualified Charitable Distribution

Deductions & credits

You hear me talk about required minimum distributions. But the qualified charitable distribution is one of the best tax laws, especially for, well, only for individuals that are…

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Self-Directed IRAs

Retirement & Social Security

Monkey Business with the IRS can cost you the bankruptcy exemption. Creditors typically can't grab funds from an IRA. But the rule doesn't apply when the debtor uses…

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What Is The Best Way To Save Money?

Retirement & Social Security

Sometimes you're sitting there and you're trying to figure out what is the best way to save money. How can I put money aside? Should I start my…

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One-minute answer

Is Social Security Taxable?

Retirement & Social Security

Maybe you started to receive Social Security this year, and you're wondering, is Social Security taxable? Because you've always been told, "Hey, I don't have to worry about…

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One-minute answer

Why Consider Roth?

Retirement & Social Security

Putting money away in your 401k, your SEP, your IRA? These are wonderful tools. But you also need to ask yourself if you're in a certain tax bracket.…

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