Listen to recordings from past shows aired on WDIY.
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT that impact beneficiaries of retirement accounts in their income tax, estate and cash flow planning.
Budgeting tools, important things to know about Social Security, and more. There are various options in tracking your spending. Bottom line – find an option that works for you and that you will use.
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 keep their positions learned […]
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.