Missed Your 2019 RMD? Here’s What to Do
The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.
The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.
Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term “budget.”
The “Money Talks” Experts dig into a case study of an investor who wants to minimize her required minimum distributions and wonders if a qualified longevity annuity contract will work for her situation.
The “Money Talks” experts provide listeners with some useful year-end planning tips that cover estate, tax, investment, and financial planning.
The “Money Talks” experts delve into a situation of two sons concerned their father’s assets will be left to his fourth wife, and “everything will work itself out.” They cover the importance of coordinating beneficiary designations as well.
Since 2017, the Georgia HEART Program allowed taxpayers to make a donation to a qualified rural hospital organization (RHO) in Georgia and receive a tax credit on their Georgia income tax liability.
In this week’s case study, our Experts discuss the desire to pay off one’s house, a common want among those about to retire. They take a look at the math and the psychology behind this “sleep better at night” scenario and then apply the Ten Year Rule to this common situation.
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
The “Money Talks” Experts discuss a situation for a couple of investors who have bought and sold several different types of assets throughout the year. They talk about the holding periods and how they affect the capital gains treatment.
Our hosts delve into a recent client situation where a fairly young couple are looking to purchase a long-term care policy. Jim discusses how their age and our current interest rate environment may affect their rates.