What is Vesting?
The hosts of “Money Talks,” address a question on vesting. They cover different vesting options companies can offer and what vesting means to you as an employee.
Do I Have to Pay Taxes When Working Abroad?
The hosts of “Money Talks” discuss the criteria of the Foreign Income Tax Exclusion and the tax consequences of working abroad.
How Can I Protect Myself From Credit Card Fraud?
The hosts of “Money Talks,” discuss the best line of defense for credit card fraud, and what measures are in place to help when you do your part.
Now That My Child is in College, Am I Entitled to Any Education Tax Credits?
The hosts of “Money Talks,” discuss the two available education tax credits. They explain the phase-out limits associated with each credit and how the credits are calculated.
What is Duration, and Why Should I Care?
The hosts of “Money Talks,” explain duration. They explain how duration is calculated, why you should consider duration when investing, and how duration affects the volatility of a bond.
Contributing to an IRA and a 401(k)
The hosts of “Money Talks,” explain the rules for contributing to both an IRA and a 401(k). They also discuss why you would want to contribute to both and how to determine if your IRA contributions qualify for a tax deduction.
What is my Taxable Estate?
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, Ted Parish, CFA, discuss what comprises your taxable estate. They give examples of what counts toward your estate and what can be deducted from your estate. The also discuss a possible approach to help minimize taxes to your estate after death.
What are the Fundamentals of Stock Analysis?
The hosts of “Money Talks” give an overview of the fundamentals of stock analysis. Dr. Gene, and the show hosts discuss what variables to consider and an alternative that may be a better starting point than one particular stock.
Contributing to both an Individual 401(k) and a 401(k)
The hosts of “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, and Matt Hames, CTFA, discuss the overall 401(k) contribution limits. They describe the contributions limits for both salary deferral and profit-sharing contributions, and the best way to maximize your investment.
Georgia Qualified Education Expense Tax Credit Program
Dan DiLuzio, C.P.A., a Tax Manager with Henssler Financial, explains Georgia’s Qualified Education Expense Tax Credit Program. Dan describes how you can apply for the credit, the major benefits of the credit and why it has become so popular.