Tag Archives: Money Tip

TMTW #159 – When to Claim Social Security Benefits

Tax and Money Tip of the Week: When to Claim Social Security Benefits | October 23, 2013 | No. 159 Here is an article by Jane Bryant Quinn from the AARP Bulletin – When to Claim Social Security Benefits Questions or Comments? … Continue reading

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TMTW #160 – Social Security Boot Camp

Tax and Money Tip of the Week: Social Security Boot Camp October 30, 2013 | No. 160 Here is an article by Mary Beth Franklin from the InvestmentNews – Ten-shun! Welcome to Social Security Boot Camp Questions or Comments? You can … Continue reading

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TMTW #158 – Making the Most of Your IRA

Tax and Money Tip of the Week: Making the Most of Your IRA October 16, 2013 | No. 158 Here is an article from Investor’s Business Daily – Making the Most of Your IRA Questions or Comments? You can add comments … Continue reading

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TMTW #156 – Social Security in 1st Year of Retirement

Tax and Money Tip of the Week: Social Security in the First Year of Retirement | October 2, 2013 | No. 156 Here is an article from Investment News –  The trick of Social Security in the first year of retirement Questions … Continue reading

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TMTW #150 – The Many Advantages of Roth IRAs

Tax and Money Tip of the Week: The Many Advantages of Roth  IRAs | August 21, 2013 | No. 150 The most flexible savings retirement account of all…. As tax rates increase, the Roth individual retirement account keeps looking better and … Continue reading

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TMTW 149 – Saving Taxes on IRA Inherited from Your Spouse

Tax and Money Tip of the Week: Saving Taxes on IRA Inherited from Your Spouse | August 14, 2013 | No. 149 How is my spouse’s IRA taxed when he dies and I am the sole beneficiary of his IRA? How … Continue reading

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TMTW #145 – Good Communication is Key to Lowering Your Taxes

Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Taxes July 18, 2013 | No. 145 After over 30 years in the tax business, I continue to find that good communication with the CPA is the … Continue reading

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TMTW #142 – New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare

Tax and Money Tip of the Week: New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare June 19, 2013 | No. 142 Here’s an interesting and timely article. New Reports Show Challenging Financial Outlook Continues for Social Security … Continue reading

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TMTW #141 – The Risks of Bonds – Part II

Tax and Money Tip of the Week: The Risks of Bonds – Part II June 12, 2013 | No. 141 Last week, we talked about the risk that inflation plays in the bond market. Continuing on that line, I wanted to provide … Continue reading

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TMTW #140 – The Risks of Bonds – Part I

Tax and Money Tip of the Week: The Risks of Bonds – Part I May 29, 2013 | No. 140 With recent volatility of the stock market, along with the uncertainty of the real estate market since the “crisis”, some … Continue reading

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