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Your Financial Questions
Original Air Date: November 13th, 2013

Your Financial Questions

Category: Financial Planning

Host Laurie A. Siebert, CPA, CFP, AEP devotes the hour to your listeners’ financial questions.
Some of the questions Laurie addressed during this broadcast, include…

  • Getting ready to retire. What to do with 401k monies after retirement to supplement cash flow?
  • Cashing out or rolling over teacher retirement accounts in Pennsylvania?
  • What to do about bills when you lose your job but can’t find another that pays as much?
  • Options for investing money sitting in a savings account, while maintaining accessible cash flow?
  • How to think about and consider tax-exempt securities on the state and federal levels?
  • Tax options and outcomes of deferring bonuses and commissions into the next year?
  • What to consider when faced with the option of taking a lump sum out of a pension plan?
  • What are some of the tax changes that may affect taxpayers this year?