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IRA

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The Facts About Rollover IRAs

A rollover IRA is when you transfer money from a retirement account into an IRA.

WBZ NewsRadio 1030–05/15/2013

Craigslist Killing Case

Tax Planning For Next Year

Get a jump-start on next year’s taxes. Set up a simple filing system.

WBZ NewsRadio 1030–02/22/2013

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How To Use Your Retirement Plans To Lower Taxable Income

Looking for a tax shelter? The best way to beat taxes is by investing in your retirement plan.

WBZ NewsRadio 1030–02/20/2013

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Year End Tax Planning For The Self-Employed

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

WBZ NewsRadio 1030–11/27/2012

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Other Ways To Pay For College

Renting out your daughter’s room after she leaves for college is not a viable solution for extra cash to pay for school.

WBZ NewsRadio 1030–11/09/2012

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Don’t Make These Mistakes With Your Retirement Plans

It’s easy to ask others what they’re doing for retirement savings and just follow their plan, but one plan does not fit all.

WBZ NewsRadio 1030–09/27/2012

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How To Divide Up Assets And Debt In Divorce

Before you start the divorce process educate yourself about Massachusetts’ divorce laws.

WBZ NewsRadio 1030–07/31/2012

It’s Always The Right Time To Review Your Retirement Accounts

The contribution limits for 2012 for a 401(k), a 403(b) and a 457 plan is $17,000. The limit increases with the rate of inflation.

WBZ NewsRadio 1030–07/25/2012

Bunker Hill Community College in Charlestown.

Mid-Year Tax Planning For College Grads

Your school loan payments won’t start until 6 months after graduation and you will be eligible for a deduction on the interest you pay.

WBZ NewsRadio 1030–07/24/2012

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Financial Goals For Newlyweds

Let’s start the week where most of us begin, being a newlywed couple.

WBZ NewsRadio 1030–06/25/2012

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