Minimizing the Tax Burden of an Inherited IRA
Our Financial Planning Experts tackle a listener’s concerns about passing a tax burden to his children with an inherited IRA.
Business Owners Have Tough Choices When Using PPP Loan Funds
The “Money Talks” Experts provide some insight for business owners who have eight weeks to use their PPP loan funds for payroll costs if they want the loan forgiven.
Expanded Guidance for Recontributing 2020 RMDs
The IRS has extended the 60-day rollover window that may allow IRA account holders who have taken an RMD for 2020 to recontribute funds now that RMDs are waived for the year.
Beginning Investing Starts with Retirement Savings
The “Money Talks” hosts discuss the first steps for a beginner investor in his 20s.
A Lifetime of Insurance Needs
The “Money Talks” experts take a deeper look at how insurance coverages work in your overall financial plan.
The Suddenly Single Taxpayer
The “Money Talks” experts have a conversation on what a recent widow should pay attention to as she files her tax return and moves forward as a single filer.
The Peace of Mind of Having Money When You Need It
The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.
Charitable Giving Using Life Insurance
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
Planning Considerations of Selling Your Business to Your Child
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.