Paying for your kid’s tuition? Don’t count out some major tax savings through the American Opportunity (Hope) credit, Lifetime Learning credit and Deduction for qualified higher education expenses.
Continue Reading →Have you changed your mind on that 2010 Roth conversion? Do you regret converting your retirement money to a Roth IRA? Don’t miss the deadline to really change your mind and recharacterize your Roth conversion.
Continue Reading →What is a charitable gift annuity and how may it fit you? Receive an charitable tax deduction and still receive annual income payments for your life. Give to your favorite charity now and benefit from it.
Continue Reading →As the Roth debate continues it is time to look at more than just the math of tax rates, time and rates of return. Don’t sell yourself short. There is much more to consider when using this powerful tool.
Continue Reading →Should you forego saving money to pay your debt all the time? In some situations, saving cash may be a better option than paying off your debt. Learn how to use a spreadsheet to compare the cost of debt vs. the return on your cash.
Continue Reading →Is your debt healthy? Are you managing your debt or is it managing you? Review the warning signs, come up with a plan.
Continue Reading →When retirees start to tap their retirement assets for income, should they consider the effect of market risk and negative returns on those assets? Many times retirees taking fixed income from assets with market risk are left with nothing if they experience negative returns too early.
Continue Reading →Making financial decisions? Sometimes you may feel like it is easier to see in a fogged mirror. Annuities may provide you with guarantees that play an important part in your financial plan. Make sure you understand how the guarantee works. See inside..
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