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Browse All Retirement Planning Articles, Videos, Podcasts
Tax-Smart Strategies to Pay for College
Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child's College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College Savings Strategies for Parents Paying for College—a...
Spring 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesSpring is here! As some of you may or may not know, every quarter I like to send my clients, family, and friends all the key financial deadlines heading our way over the next three months. Of course, there is the April 15th tax deadline this quarter,...
Essential Tax Tips for IRAs
Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe 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 corrections are possible, it's best...
How College 529 Savings Account Withdrawals Are Taxed & Why You May NOT Want to Use a 529 Plan Altogether
Tax Planningby the Bradford Tax InstituteSection 529 college savings plans have been around long enough that withdrawals are now commonplace. You may be ready to take one. The big advantage of 529 plans is that qualified withdrawals are always...
New Retirement Rules – What you need to know about the SECURE Act
Financial GuidesThere have been some major retirement rule changes following the passage of the SECURE Act and you may have questions on what it means for your retirement plans. Our "New Retirement Rules: SECURE Act of 2019" reference guide, offers an overview of the...
The Smart Tax Planning Newsletter January 2022
Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below. In This Month's Newsletter We Review: Is Your Sideline Activity a Business or a Hobby? Self-Directed IRAs Using a...
Winter 2022 Key Financial Planning & Investment Deadlines Checklist
Financial GuidesDo you know what days the market closes for 2022? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to...
2022 Retirement Calendar Checklist
Financial GuidesThis Checklist gives you the guidance you need on taxes, Social Security, Medicare, retirement account distributions, year-end tasks, and more. It compiles multiple deadlines and tasks in a simple month-by-month format to help you see at a glance what...
2022 Key Financial Data Guide
Financial GuidesThe 2022 Key Financial Data reference guide puts many important financial numbers right at your fingertips—in a simple graphic format. Organize your finances at your convenience without having to search the internet for numbers on tax brackets,...