Money Matters

Financial Planner Dee Lee and WBZ NewsRadio’s Business Editor Jeff Brown provide listeners with tips on successful financial planning. Click here to sign up for the weekly Money Matters Newsletter.

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

All About Getting At Your IRA Money

It is your money in that IRA, and you can get at it, but you may have to pay a penalty to get at it.

WBZ NewsRadio 1030–05/20/2016

Taxes Checklist

All About Roth IRAs

With a Roth IRA, you use after-tax dollars to make your contribution and when you withdraw the funds in retirement you will not owe income tax.

WBZ NewsRadio 1030–05/19/2016

Photo Credit Thinkstock

All About Spousal IRAs

A Spousal IRA is used for an unemployed or underemployed spouse with little or no income.

WBZ NewsRadio 1030–05/18/2016

(Photo by Chip Somodevilla/Getty Images)

All About Rollover IRAs

A Rollover IRA allows you to receive distributions from qualified retirement plans such as your 401(k), 403(b), 457.

WBZ NewsRadio 1030–05/17/2016

401K, Retirement Plans

All About Traditional IRAs

IRAs were introduced in 1974 and were designed to help individuals not covered by retirement plans at work and to give individuals changing jobs the ability to rollover retirement assets and retain the tax deferred status.

WBZ NewsRadio 1030–05/16/2016

Flooding near Paradise Citgo in Swampscott. (Photo courtesy: Gus Moussa)

Small Businesses: Disaster Planning

Most small businesses, especially ones run from home, have not given enough thought to planning for disasters, natural or man made.

WBZ NewsRadio 1030–05/13/2016

401K, Retirement Plans

Small Businesses: Retirement Plans

If you are smart enough to start your own business, you should be smart enough to start a retirement plan as well!

WBZ NewsRadio 1030–05/12/2016

(Photo credit FREDERIC J. BROWN/AFP/Getty Images)

Small Businesses: Section 179 Deductions

Normally if you purchase capital equipment for your business you don’t get to expense the total cost of the equipment the year you buy it, but Congress wrote an exception into the tax code.

WBZ NewsRadio 1030–05/11/2016

(Credit: Thinkstock)

Small Businesses: Schedule C – Your Tax Deductions

There are many tax deductions for the self-employed and to learn more get yourself a good CPA for your team of advisors.

WBZ NewsRadio 1030–05/10/2016

Photo Credit Thinkstock

Small Businesses: Getting Started

Small Businesses are defined as having less than 500 employees and according to the SBA

WBZ NewsRadio 1030–05/09/2016

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