This week on “Money Talks,” the experts share advice on how to hold and title rental properties to minimize the liability risk to your other assets.
As back-to-school season commences, the “Money Talks” hosts share advice on the available tax credits for higher education and how to coordinate them with 529 Plan withdrawals.
The “Money Talks,” hosts discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.
The “Money Talks” hosts take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs.
The “Money Talks” hosts discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.
The “Money Talks” hosts take a closer look at exactly what a financial plan is and how we go about tailoring a plan to a client’s specific situation.
The “Money Talks” hosts examine the tax and planning issues related to receiving restricted stock as part of your compensation package.
The “Money Talks” hosts discuss the responsibilities of both the investor and the adviser when it comes to security and fraud attempts.
This week on “Money Talks,” your hosts are joined by special guest expert Rob Kling from Corporate Tax Advisors. With Rob, the experts discuss some of the specialized tax credits and deductions businesses can take, including research and development credits, cost segregation, and Section 179D.
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.