Age Based Planning – 40’s
Financial Planning
Sep 24, 2020
Your 40’s are a time in your life where the financial decisions get larger and hopefully, your salary has...
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Webcast: Traditional IRA vs. Roth IRA
Retirement
Jul 09, 2020
Webcast: Traditional IRA vs. Roth IRA
Retirement
By: Jude McDonough, CFP® AIF®
Jul 09, 2020
During this brief webcast, I discuss the differences between Traditional IRAs and Roth IRAs. Disclosures
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How Income Affects Medicare Premiums
Financial Planning
May 21, 2020
How Income Affects Medicare Premiums
Financial Planning
By: Jude McDonough, CFP® AIF®
May 21, 2020
You spend your whole life working hard and saving for retirement. You pay into Social Security and Medicare over...
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Lower Taxes on Highly Appreciated Employer Stock
Financial Planning
May 13, 2020
Lower Taxes on Highly Appreciated Employer Stock
Financial Planning
By: Jude McDonough, CFP® AIF®
May 13, 2020
If you have a 401(k) with employer stock that has grown over the years, you may want to consider...
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Is a Roth Conversion in 2020 right for you?
Financial Planning
Apr 15, 2020
Is a Roth Conversion in 2020 right for you?
Financial Planning
By: Christopher D. Ross, CFP®
Apr 15, 2020
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time...
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To Roth Or Not To Roth?
Retirement
Apr 07, 2020
To Roth Or Not To Roth?
Retirement
By: Jude McDonough, CFP® AIF®
Apr 07, 2020
Should I move it into a Roth? That question comes across my desk quite often. Roth IRA’s have really...
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What Income Sources Affect Social Security Taxability?
Financial Planning
Apr 06, 2020
What Income Sources Affect Social Security Taxability?
Financial Planning
By: By: Jude McDonough, CFP® AIF®
Apr 06, 2020
Did you know that Social Security Income is tax free? If you didn’t, then this post won’t upset you. ...
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