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IRA

(File image credit: NOAH SEELAM/AFP/Getty Images)

Invest That Tax Refund In Your Retirement

No one has ever been guilty of saving too much money for retirement!

WBZ NewsRadio 1030–03/12/2014

Receipts

Tax Deductions And Credits

It’s time to dig out those receipts for last year’s charitable contributions.

WBZ NewsRadio 1030–02/12/2014

(Photo by Chip Somodevilla/Getty Images)

Retirement Planning For Those Reaching 60

At 59½ you can finally get at those dollars you have been stashing away for years in your retirement plans without paying a 10% penalty.

WBZ NewsRadio 1030–01/29/2014

Cake, Celebration

The Importance Of Age 50 For Retirement Planning

Many birthdays are key to successful retirement planning…and as these birthdays creep up, you need to do some planning.

WBZ NewsRadio 1030–01/27/2014

(File Photo Credit: JUAN MABROMATA/AFP/Getty Images)

Year End Tax Planning For Same-Sex Marriage

Last June the Supreme Court ruled that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes.

WBZ NewsRadio 1030–12/06/2013

(credit: Queen City Cupcakes in Manchester, NH. )

Year End Tax Planning For The Self-Employed

There are some decent tax breaks available for self-employed individuals.

WBZ NewsRadio 1030–12/03/2013

(credit: Sara D. Davis/Getty Images)

Are There Other Ways To Pay For College?

If your kid is a senior this year and there is nothing set aside for a college education it’s too late to do much more than stick whatever extra cash you can in a savings account.

WBZ NewsRadio 1030–11/08/2013

Golf, Senior Tour, Green, Sand Trap

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.

WBZ NewsRadio 1030–11/01/2013

Social Security, Checks, Retirement

Financial Goals For Retirees

If you haven’t planned well for retirement you may find yourself coming up short.

WBZ NewsRadio 1030–06/28/2013

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

Getting Your Money Out Of An IRA

You can always get at your money in an IRA, but if you do it before age 59½ you will get slapped with a 10% penalty plus taxes.

WBZ NewsRadio 1030–05/16/2013

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