Essential Tax Tips for IRAs

Essential Tax Tips for IRAs

Tax Planning Essential Tax Tips for IRAs Denise Appleby, APA, CISP, CRC, CRPS, CRSP Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While...
Building Health Care Costs into Retirement Planning

Building Health Care Costs into Retirement Planning

Retirement Planning Building Health Care Costs into Retirement Planning Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of...
Key College Funding Data 2021-2022

Key College Funding Data 2021-2022

Retirement Planning Key College Funding Data 2021-2022 I know that figuring out how to pay for college is one of the biggest challenges families face today. I’ve seen many overpay for college and hurt their savings and retirement plans. I don’t want that...
4 Ways to Evaluate Financial Aid Letters

4 Ways to Evaluate Financial Aid Letters

Retirement Planning 4 Ways to Evaluate Financial Aid Letters Financial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid package. Financial aid award...