The RMD Tax Trap
The RMD tax trap can sneak up during retirement and cause excessive tax bills for many retirees. In addition, your RMD tax liability can increase
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Cutting-Edge Tax Planning – Free Tax Report Analysis
I’m happy to announce that I’ve recently added new cutting-edge tax report software. This technology allows me to analyze your tax return in a powerful new way.
Medicare Q&A – with Andrea Dover, CPA
What are your Medicare options? When should you sign up? Do you need to sign up? What’s the difference between Medicare Part A, B, C, and D? How much does Medicare cost, and how does it work? My guest Andrea Dover, CPA, lends her Medicare expertise to the podcast.
What is a Reverse Mortgage? -with Alan Blood
Reverse mortgages can be a financial tool to use during retirement in some situations. Technically, reverse mortgages are called Home Equity Conversion Mortgages or HECM
Retirement Planning for Volatile Markets
The stock market in 2022 has been volatile due to rampant inflation, Russia’s invasion of Ukraine, and the Federal Reserve’s first interest rate increase since
25 Ways to Make Retirement More Fulfilling
Retirement can be an opportunity for a new phase of life. In retirement, you’ll most likely have more freedom than you’ve ever experienced. You get
Social Security Q&A
For most Americans, Social Security will be a foundational piece of their retirement income. How does it work and when should you take it? When
Is It Time to Retire?
Eventually, almost every person asks the question, “Is it time to retire?” The real question is, “Are you prepared?” It’s quite common for people to
Knowing Your Retirement Tax Bracket
If you don’t know your current tax bracket and the basics of how tax brackets work, you could make major tax mistakes during retirement. Tax