Listen to recordings from past shows aired on WDIY.
RECORDING NOT YET AVAIALABLE Cash flow and what we have learned through COVID? We learned during COVID how much we can do without. People who continued to work were in a positions to build up savings. They could pay down debt, build up emergency reserves or increase retirement savings. People who were not fortunate to […]
Where are we with tax season and 2021 planning? Updates on the stimulus, tax filing dates and amendments.
Laurie will welcome guest Bill Henderson, Head of Investments at Valley National Financial Advisors, to discuss responsible investing, ESG and first quarter insights.
Updates on stimulus, filing dates and amendments.
A fresh look at IRAs including deductible, non-deductible and ROTH options. People may not realize that if you are already a participant in an employer plan and are over the income thresholds to fund a deductible IRA, you can still fund one without taking the deduction. This is called a non-deductible IRA and it generates […]
More listener tax questions and tax filing topics.
“Listener Questions – Tax & Stimulus Payments.”
“Children and education funding tax considerations.” Not all dependents have to be children and having qualifying children or qualifying relatives opens the door to certain tax credits. Understanding when this applies could save significant taxes. Understanding education credits and how to get them will help maximize the benefits and save money in the long run.
RECORDING NOT YET AVAILABLE “Deciphering the tax documents – what are they telling us?”
Laurie Siebert, CPA, CFP®, AEP® discusses:“The start of tax filing season – what you need to know.” Keep in mind the various tax forms you may need and where to find them. Take some time to review the documents for important information that is available on them in helping you understand your own financial situation.