Today we’re tackling five financial pain points you will likely face--if not now, then in the future. Do you know how you plan to address these in your life? Then, we’ll talk about J’Neanne’s thoughts on taxing the rich and saving for college.
On this all-mailbag edition of the podcast, learn how your Social Security will be taxed. We'll also explore how cash settlements and inheritances could change your retirement.
Most people think their advisors pick investments, but that's only a small part of the job. In reality, financial advising is problem solving.
Strategize the best use for your qualified retirement accounts as we take your questions on IRAs and 401(k)s. Learn about rollovers and IRA consolidation.
Tax Man Turns $1 = $10,001 Here in the United States, Uncle Sam imposes a "progressive" income tax. As your income goes up, so does your tax rate. However, those rates go up incrementally. If you're married, filing jointly with your spouse, the 39.6% top rate kicks in at $413,201. (We use the term "kicks" deliberately because that's how it feels when you're giving Uncle Sam nearly 40 cents on the dollar.) The good news, if there really is any, is that the higher tax applies [...]
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