Past Shows
Listen to recordings from past shows aired on WDIY.
Retirement Funding
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
More listener tax questions and tax filing topics.
Listener Tax Questions
“Listener Questions – Tax & Stimulus Payments.”
Children & Education Funding
“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.
Deciphering Tax Documents
RECORDING NOT YET AVAILABLE “Deciphering the tax documents – what are they telling us?”
Tax Filing Season
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.
Contracts
Laurie Siebert, CPA, CFP®, AEP® welcomes Attorney Nicholas Sandercock from Gross McGinley, LLP to discuss: “Contracts – the ins and outs of offer, acceptance and consideration.” Understanding the terms of a contract – whether hiring a contractor, starting a business, buying a property or even planning a wedding – and what it means to you from […]
Updates on Tax Filing
Laurie Siebert, CPA, CFP®, AEP® discusses:“Updates on tax filing – past and present, including stimulus payments.” Laurie’s key takeaways:Outstanding issues with your 2019 tax filing? The IRS continues to process returns that were paper filed as far back as April 1, therefore, IRS notices may be premature or delayed. Do not cancel your checks. Economic Income […]
2020 Market Recap & 2021 Expectations
Laurie and her guests, Tim Roof, CFP® and William Henderson, Head of Investments at Valley National Financial Advisors discussed the 2020 Market recap and 2021 forecast. We learned during a black swan, or unusual event like a global pandemic, that Monetary and Fiscal policy can serve as a back up to the market response to the […]
Social Security and Medicare Odds & Ends
Laurie Siebert, CPA, CFP®, AEP® discusses:“Social Security and Medicare filing options, withholdings, IRMAA adjustments and Form SSA-44.”
