Important Age Milestones in Retirement
59½? 70½ ? How does the IRS come up with these?
Don’t Get Penalized for Having Stock Market Gains
You may need to make quarterly tax payments on your capital gains.
Did You Know You Can Appeal Higher Medicare Premiums?
What can be worse than expecting to finally get a Social Security raise, only to find out that your net check actually went down due to your income two years ago?
Pay Taxes Once, Instead of Four Times, Using Your IRA’s Required Minimum Distribution
Learn whether you can use your IRA’s Required Minimum Distribution (RMD) to pay some or all of your quarterly tax estimates.
Give Your 401(k) an Upgrade with Fidelity BrokerageLink®
Does your employer-sponsored retirement plan offer brokerage services? If so, you may gain access to expanded investment choices, including a range of mutual funds.
Are You Missing Out on These 3 Common Tax Strategies for Retirees?
There are a few tax strategies for retirees that could increase your refund or at least help to trim the tax you owe.
Health Savings Accounts (HSA)
Did you know that a health savings account functions like an IRA at age 65? Mike Helveston shows you how it works on this edition of Project Wealth.
Understanding the Tax Implications of Company Stock Based Compensation
If you are an executive at a large company, you may receive stock in your company at some point as a form of compensation.
Are You Keeping Up with Your Financial Plan’s Maintenance Schedule?
We all know that regularly maintained vehicles are more reliable, more durable, and have a higher resale value. What about your financial plan? Is a once a year check up on your investment…
Medicare vs. Medicare Advantage Plans
Learn about different Medicare plans and the benefits of each to decide which is right for you.
What is the Best Way to Save for College?
Compare 529 plans, investment savings accounts, paying once schools starts, and using student loans.
IRA Rollovers
An IRA can be a great way to save for retirement. When is it smart to roll over a 401(k) to an IRA? Get some tips on IRA’s on this edition of…
Want to Make More Money Investing? Try Maximizing Your After-Tax Return
Ways investors can save money on taxes.
Tax-Efficient Benefits of Exchange Traded Funds (ETF)
The savings for non-tax deferred (retirement) account investors can be significant.
Organize Your Financial Documents with These 10 Helpful Categories
Save time, Save money, Save headaches!
Inflation: The “Invisible” Factor That Can Hurt Your Purchasing Power
Why you need to consider inflation as a risk to financial security in retirement.
Stocks — An Investment Strategy That Has Stood the Test of Time
Equities are among the best long-term investments, despite being terrifying in the short term.
Are You Working With an Investment Advisor or a Financial Planner?
They may appear to be similar but are often very different.
Why Standard Deviation Matters When Choosing Investments
Volatility often causes people to make decisions that may not be in their best interest.
Buying vs. Leasing a Car: Pros and Cons to Consider
Consider these factors before you make a decision.
