How Much Do You Know About Income Tax?
April 29, 2017
So just how much do you know about income taxes? As it turns out, most Americans don’t know as much as they should. According to a recent article on MarketWatch, Americans get an “F” when it comes to income tax knowledge. Chris and Justin discuss the Income Tax Quiz in question and go into detail about what you should know....
Listen NowDefusing a Potential Tax Time Bomb
April 22, 2017
Jim and Chris answer a number of listeners’ questions. How do you file your taxes if you were issued an incorrect 1099-R? What’s the best way to set up and contribute to a retirement account when you own multiple businesses? They field an interesting question regarding Social Security survivor benefits involving multiple deceased spouses. And they answer a question from a younger...
Listen NowTen Most Common Estate Planning Mistakes
April 15, 2017
Do you have an estate plan? If not, you should really get one. If so, are you sure it will accomplish what you intend it to? Jim, Chris and special guest, estate planning attorney Brandon Rains, discuss an article that was published in the March edition of the Journal of Financial Planning entitled “Helping Clients Avoid the 10 Common Estate Planning Mistakes”....
Listen NowExcess Roth IRA Contributions
April 8, 2017
What happens if you contribute to your Roth IRA and then find out you contributed too much? Jim and Chris answer a listener’s question when he did just that. Should he recharacterize or do something else? Another listener also asks about Roth IRAs. This listener and his wife have a traditional IRA. They were curious to know if there would be any complications if they opened a Roth with the...
Listen NowWhat to Look For in a Retirement Plan
April 1, 2017
Jim and Chris received a couple of emails that really boiled down to what to look for in a retirement plan. They then discuss a few questions to consider when you’re thinking about retirement planning. What is your planner’s approach to your planning problem? Does the planner’s approach match your beliefs and needs? Does your planner work with a Cash Flow or a Goals Based plan...
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