Contributions
The Millionaire Club: Sixty-Something
The mother of all birthdays has come and gone and the first of the Boomers are now getting senior discounts when they go to the movies.
T’is The Season: Planning For 2012
To get a head start on this year’s taxes start planning now. Set up a filing system.
Tax Season: Should You Itemize
Close to 48 million taxpayers take the time to fill out all those formidable long 1040s and use their deductions, over $1 trillion in deductions.
Questions From Listeners: Zero Investing
My wife and I both turn 40 this year. We have about $300,000 saved in our retirement plans.
New Year’s Resolutions: Save More Money
Saving more always seems to rank in the top five resolutions for the New Year.
Questions From Listeners: Should I Invest In A Roth Or Traditional IRA?
Should I Invest In A Roth Or Traditional IRA? My standard answer is; it depends.
Year End Tax Planning: Increase Your Deductions For 2011
I don’t know what Congress is planning to do regarding tax changes.
Money Matters – Save For Retirement Week: Retirement Plan Limits
You may have a 401(k), a 403(b) which is for nonprofit organizations such as schools and hospitals, a 457 plan which covers state, county and city employees and there is a Thrift Savings Plan for federal employees.
Money Matters – More Dumb Money Moves: Common Mistakes Employees Make With Retirement Plans
The Common Mistakes Employees Make With Their Retirement Plans
Money Matters – IRAs: Spousal IRAs
This particular IRA benefits the “at home nonworking spouse”, a term coined by Congress in its infinite wisdom.
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