Sitemap

Pages

• Blog

  • Business Owners & Executives

  • College Savings

  • Company Retirement Plans

  • Divorce

  • Economy and Markets

  • Estate Planning

  • Family Finances

  • Financial Planning

  • Insurance

  • Investing

  • IRA’s

  • Medicare

  • Resources

  • Retirement Central

  • Social Security

  • Stock Options

  • Students and Young Professionals

  • Tax Strategies

• Business Owner

• Company Retirement Plans

  • 401(k) Plans

  • 403(b) Plans

  • 457 Plans

  • DB / DC Combo Plans

  • Executive Deferred Compensation Plans

  • Pension Plans

  • SEP IRA

  • Simple IRA Plans

  • Single(k) Plans

• Contact Us

• Divorce Attorney

• Economic Outlook

• Employee Financial Wellness

• Employer Sponsored Retirement Plans

• Financial Planning

• Home

• Investment Management

• Medicare

• Our Team

  • About Michael . . . . . .

  • About Rob . . . . . .

• Professional Group

• Sitemap

• Speaking

• Speaking Engagement - Book Michael

• Subscribe to Blog Posts

• Tax and Accounting

• Welcome To Our Virtual Platform

Posts

Business Owners

• Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction

• Coronavirus Relief: $100K 401(k) Loans & Penalty Free Distributions

• Coronavirus SBA Disaster Loan Program

• Coronavirus SBA Loan Forgiveness Program

• How Do Single(k) Plans Work?

• How Pass-Through Income Will Be Taxed For Small Business Owners

• How Rental Income Will Be Taxed In Years 2019+

• How To Use Your Retirement Accounts To Start A Business

• M&A Activity: Make Sure You Address The Seller’s 401(k) Plan

• No Deduction For Entertainment Expenses In 2019. Ouch!!

• SBA PPP Loan New 24 Week Covered Period & Additional Changes

• SEP IRA – TOP 5 MISTAKES

• Tax Reform: At What Cost?

• Tax Reform: Summary Of The Changes

• The New PPP Loan Forgiveness Application & Early Submission

• The Process of Selling A Business – Pitfalls To Avoid

• How Do Phantom Stock Plans Work?

• Small Business Owners: How To Lower The Cost of Health Insurance

• Tax Secret: R&D Tax Credits…You May Qualify

• Avoid These 1099 “Employee” Pitfalls

• Tax Secret: Spousal IRAs

• How Should I Incorporate My Business?

• Comparing Different Types of Employer Sponsored Retirement Plans

• How to Create a Business Plan

Business Owners & Executives

• Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction

• Can I Open A Roth IRA For My Child?

• Coronavirus Relief: $100K 401(k) Loans & Penalty Free Distributions

• Coronavirus SBA Disaster Loan Program

• Coronavirus SBA Loan Forgiveness Program

• How Do Single(k) Plans Work?

• How Pass-Through Income Will Be Taxed For Small Business Owners

• How Rental Income Will Be Taxed In Years 2019+

• How To Pay 0% Tax On Capital Gains Income

• How To Use Your Retirement Accounts To Start A Business

• Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity

• M&A Activity: Make Sure You Address The Seller’s 401(k) Plan

• Moving Expenses Are No Longer Deductible

• No Deduction For Entertainment Expenses In 2019. Ouch!!

• SBA PPP Loan New 24 Week Covered Period & Additional Changes

• Tax Reform: At What Cost?

• Tax Reform: Summary Of The Changes

• The New PPP Loan Forgiveness Application & Early Submission

• The Process of Selling A Business – Pitfalls To Avoid

• The Fiduciary Rule: Exposing Your 401(K) Advisor’s Secrets

• Who Pays The Tax On A Cash Gift?

• Should I Gift A Stock To My Kids Or Just Let Them Inherit It?

• How Do Phantom Stock Plans Work?

• Small Business Owners: How To Lower The Cost of Health Insurance

• Tax Secret: R&D Tax Credits…You May Qualify

• Avoid These 1099 “Employee” Pitfalls

• Tax Secret: Spousal IRAs

• How Should I Incorporate My Business?

• Avoid These 1099 “Employee” Pitfalls

• Backdoor Roth IRA Contribution Strategy

• Stock Options 101: ISO, NQSO, and Restricted Stock

• Year End Tax Strategies

• Simple IRA vs. 401(k) – Which one is right for your company?

• Should I Establish an Employer Sponsored Retirement Plan?

• How to Create a Business Plan

College Savings

• 5 Options For Money Left Over In College 529 Plans

• Common Mistakes With Grandparent Owned 529 Accounts

• Do I Make Too Much To Qualify For Financial Aid?

• New York May Deviate From The New 529 Rules

• Tax Reform: Changes To 529 Accounts & Coverdell IRA’s

• Understanding FAFSA & How To Qualify For More College Financial Aid

• Tax Deductions For College Savings

• NY Free Tuition – Facts and Myths

• Need to Know College Savings Strategies

Company Retirement Plans

• $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption

• 403(b) Lawsuits Continue To Spread To More Colleges

• Big Changes For 401(k) Hardship Distributions

• Coronavirus Relief: $100K 401(k) Loans & Penalty Free Distributions

• How Do Single(k) Plans Work?

• How Does A SEP IRA Work?

• How Does A Simple IRA Plan Work?

• Percentage of Pay vs Flat Dollar Amount

• Target Date Funds: A Public Service Announcement

• Volatility, Market Timing, and Long-Term Investing

• What Happens To My Pension If The Company Goes Bankrupt?

• The Fiduciary Rule: Exposing Your 401(K) Advisor’s Secrets

• Strategies to Save for Retirement with No Company Retirement Plan

• A New Year: Should I Make Changes To My Retirement Account?

• Comparing Different Types of Employer Sponsored Retirement Plans

• 401(k) March 15th Deadline

• Simple IRA vs. 401(k) – Which one is right for your company?

• Target Date Mutual Funds and Their Role in the 401(k) Space

• The Shift from Defined Benefit to Defined Contribution Plans

Divorce

• After A Divorce, Who Gets To File As Head of Household For Their Taxes?

• Divorce: Make Sure You Address The College Savings Accounts

• Divorce: The Difference Between Mediation, Collaborative, and Litigation

• How Do Social Security Survivor Benefits Work?

• Tax Reform Could Lead To A Spike In The Divorce Rate In 2018

• The Procedures For Splitting Retirement Accounts In A Divorce

• How Is Child Support & Alimony Calculated In New York?

• How To Prepare Financially For A Divorce

Economy & Markets

• A Lesson From Bitcoin

• Are The New Trade Tariffs Good Or Bad For The Stock Market?

• Attention Middle Class: The End Is Near

• Coronavirus & The Market Selloff

• Coronavirus vs. SARS: Buying Opportunity?

• Does “Sell In May And Go Away” Really Work?

• Don’t Let Taxes Dictate Your Investment Decisions

• How Could The Midterm Elections Impact The Stock Market?

• How The COVID Second Wave Will Impact The Stock Market

• Manufacturing Is Contracting: Another Economic Indicator Flashes Red

• Market Selloff: Time To Buy, Sell, or Hold?

• Patience Should Reward Investors In 2018

• The Coronavirus Battle Will Be Won Or Lost By April 30th

• The Dow Dropped 362 Points Yesterday. Now What?

• The Government Is Shut Down. Should You Be Worried?

• The Stock Market Dropped 800 Points Today. Is This A Warning Sign?

• The Top 4 Things That You Need To Know About The Trade War With China

• The U.S. Government Debt Crisis Is Almost Here

• Watch These Two Market Indicators

• We Are Sleep Walking Into The Next Crisis

• What Does Tax Reform Mean For The Markets In 2018?

• What Happened The Last Time The Dow Dropped By More Than 4% In A Day?

• What Is An Inverted Yield Curve?

• When Do Higher Interest Rates Become Harmful To The Stock Market?

• Will There Be A Santa Claus Rally This Year?

• The #1 Question To Ask Yourself Before Selling A Stock

• Where Are We In The Market Cycle?

• Market Alert – UK Votes To Exit EU

Estate Planning

• A CFP® Explains: Wills, Health Proxy, Power of Attorney, & Trusts

• Do I Have To Pay Tax On A House That I Inherited?

• Do Trusts Expire?

• How Are Trustee Commissions Calculated & Taxed?

• How To Protect Assets From The Nursing Home

• Should You Put Your House In A Trust?

• Spouse Inherited IRA Options

• The Medicaid Spend Down Process In New York

• Should I Establish A Power of Attorney?

• Planning for Long Term Care

• Do I Have To Pay Taxes On My Inheritance?

• What is the Process for Setting Up a Will?

Family Finances

• $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption

• 4 Things That Elite Millennials Do To Fast Track Their Careers

• 5 Options For Money Left Over In College 529 Plans

• Can I Open A Roth IRA For My Child?

• Do I Have To Pay Tax On A House That I Inherited?

• Do I Have to Pay Tax When I Sell My House?

• Do I Make Too Much To Qualify For Financial Aid?

• Equifax Data Breach: How To Protect Yourself

• How Much Emergency Fund Should You Have And How To Get There

• How Much Life Insurance Should You Have? Top 8 Factors

• How Much Will The Value Of Your House Drop Under The New Tax Law?

• How Much Will Your Paycheck Increase In 2018?

• How To Protect Assets From The Nursing Home

• IRS Stimulus Checks To Individuals: Eligibility & Timing

• More Taxpayers Will Qualify For The Child Tax Credit

• Moving Expenses Are No Longer Deductible

• Requesting Mortgage Forbearance: Be Careful

• Should I Payoff My Mortgage Early?

• Tax Reform: Your Company May Voluntarily Terminate Your Retirement Plan

• The Marriage Penalty: Past and Present

• The Top 2 Strategies For Paying Off Student Loan Debt

• Warning To All Employees: Review The Tax Withholding In Your Paycheck Otherwise A Big Tax Bill May Be Waiting For You

• When You Make Cash Gifts To Your Children, Who Pays The Tax?

• Will Home Equity Loan Interest Be Deductible In 2019+?

• Can I Negotiate A Car Lease Buyout?

• Can I Use My 401K or IRA To Buy A House?

• Tax Deductions For College Savings

• Who Pays The Tax On A Cash Gift?

• How To Teach Your Kids About Investing

• Financial Planning To Do’s For A Family

• Should I Buy Or Lease A Car?

• NY Free Tuition – Facts and Myths

• Do I Have To Pay Taxes On My Inheritance?

• The Process Of Buying A House

• Year End Tax Strategies

• Paying Down Debt: What is the Best Strategy?

• How Much Life Insurance Do I Need?

• What is the Process for Setting Up a Will?

• Need to Know College Savings Strategies

Financial Planning

• Do I Have To Pay Tax On A House That I Inherited?

• How Much Should I Budget For Health Care Costs In Retirement?

• How To Protect Assets From The Nursing Home

• New Rules For Non Spouse Beneficiaries Of Retirement Accounts Starting In 2020

• Potential Consequences of Taking IRA Distributions to Pay Off Debt

• Requesting Mortgage Forbearance: Be Careful

• Should I Refinance My Mortgage Now?

• Social Security Filing Strategies

• Will Moving From New York to Florida In Retirement Save You Taxes?

• Can I Negotiate A Car Lease Buyout?

• Can I Use My 401K or IRA To Buy A House?

• Should I Gift A Stock To My Kids Or Just Let Them Inherit It?

• How To Teach Your Kids About Investing

• Planning for Long Term Care

• Financial Planning To Do’s For A Family

• Should I Buy Or Lease A Car?

• Strategies to Save for Retirement with No Company Retirement Plan

• The Process Of Buying A House

• How Much Money Do I Need To Save To Retire?

• Backdoor Roth IRA Contribution Strategy

• First Time Homebuyer Tips

• Paying Down Debt: What is the Best Strategy?

• How Much Life Insurance Do I Need?

Homepage Newsroom

• $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption

• Coronavirus SBA Disaster Loan Program

• Coronavirus vs. SARS: Buying Opportunity?

• How Could The Midterm Elections Impact The Stock Market?

• How Do Social Security Survivor Benefits Work?

• How Much Emergency Fund Should You Have And How To Get There

• How The COVID Second Wave Will Impact The Stock Market

• How To Use Your Retirement Accounts To Start A Business

• Introduction To Medicare

• IRA RMD Start Date Changed From Age 70 ½ to Age 72 Starting In 2020

• IRS Stimulus Checks To Individuals: Eligibility & Timing

• Manufacturing Is Contracting: Another Economic Indicator Flashes Red

• New Rules For Non Spouse Beneficiaries Of Retirement Accounts Starting In 2020

• No Deduction For Entertainment Expenses In 2019. Ouch!!

• Percentage of Pay vs Flat Dollar Amount

• Potential Consequences of Taking IRA Distributions to Pay Off Debt

• SBA PPP Loan New 24 Week Covered Period & Additional Changes

• Should I Payoff My Mortgage Early?

• Should You Put Your House In A Trust?

• The Coronavirus Battle Will Be Won Or Lost By April 30th

• The GameStop Surge: 5 Investment Lessons

• The New PPP Loan Forgiveness Application & Early Submission

• The Process of Selling A Business – Pitfalls To Avoid

• The Top 2 Strategies For Paying Off Student Loan Debt

• The Top 4 Things That You Need To Know About The Trade War With China

• The U.S. Government Debt Crisis Is Almost Here

• Understanding FAFSA & How To Qualify For More College Financial Aid

• What Happens To My Pension If The Company Goes Bankrupt?

• What Is An Inverted Yield Curve?

• When To Enroll In Medicare

Insurance

• How Much Life Insurance Should You Have? Top 8 Factors

• How Pension Income and Retirement Account Withdrawals Can Impact Unemployment Benefits

• How Much Life Insurance Do I Need?

Investing

• A Lesson From Bitcoin

• Are The New Trade Tariffs Good Or Bad For The Stock Market?

• Attention Middle Class: The End Is Near

• Coronavirus & The Market Selloff

• Coronavirus vs. SARS: Buying Opportunity?

• Does “Sell In May And Go Away” Really Work?

• Don’t Let Taxes Dictate Your Investment Decisions

• How Could The Midterm Elections Impact The Stock Market?

• How The COVID Second Wave Will Impact The Stock Market

• Manufacturing Is Contracting: Another Economic Indicator Flashes Red

• Market Selloff: Time To Buy, Sell, or Hold?

• Patience Should Reward Investors In 2018

• The Dow Dropped 362 Points Yesterday. Now What?

• The GameStop Surge: 5 Investment Lessons

• The Government Is Shut Down. Should You Be Worried?

• The Stock Market Dropped 800 Points Today. Is This A Warning Sign?

• The Top 4 Things That You Need To Know About The Trade War With China

• The U.S. Government Debt Crisis Is Almost Here

• Volatility, Market Timing, and Long-Term Investing

• Watch These Two Market Indicators

• We Are Sleep Walking Into The Next Crisis

• What Does Tax Reform Mean For The Markets In 2018?

• What Happened The Last Time The Dow Dropped By More Than 4% In A Day?

• What Is An Inverted Yield Curve?

• When Do Higher Interest Rates Become Harmful To The Stock Market?

• Which Stock Market Index Is Better To Track? The Dow or S&P 500 Index

• The #1 Question To Ask Yourself Before Selling A Stock

• Where Are We In The Market Cycle?

• Market Alert – UK Votes To Exit EU

• What is a Bond?

IRA’s

• Beware of the 5 Year Rule for Your Roth Assets

• Can I Open A Roth IRA For My Child?

• Coronavirus RMD Relief: Ability To Waive Mandatory IRA Distributions In 2020

• How Do Inherited IRA’s Work For Non-Spouse Beneficiaries?

• IRA RMD Start Date Changed From Age 70 ½ to Age 72 Starting In 2020

• Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity

• New Rules For Non Spouse Beneficiaries Of Retirement Accounts Starting In 2020

• SEP IRA – TOP 5 MISTAKES

• Spouse Inherited IRA Options

• Understanding Required Minimum Distributions & Advanced Tax Strategies For RMD’s

• Required Minimum Distribution Tax Strategies

• Tax Secret: Spousal IRAs

• Traditional vs. Roth IRA’s: Differences, Pros, and Cons

• Backdoor Roth IRA Contribution Strategy

• Inherited IRA’s: How Do They Work?

• What is the 60 Day Rule and How Should it be Used?

Medicare

• Introduction To Medicare

• Medicare Supplemental Plans (“Medigap”) vs. Medicare Advantage Plans

• When To Enroll In Medicare

Most Read

• Financial Planning To Do’s For A Family

• Do I Have To Pay Taxes On My Inheritance?

• Simple IRA vs. 401(k) – Which one is right for your company?

Newsroom

• $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption

• 4 Things That Elite Millennials Do To Fast Track Their Careers

• 403(b) Lawsuits Continue To Spread To More Colleges

• A CFP® Explains: Wills, Health Proxy, Power of Attorney, & Trusts

• A Lesson From Bitcoin

• Advanced Tax Strategies For Inherited IRA’s

• Are The New Trade Tariffs Good Or Bad For The Stock Market?

• At What Age Does A Child Have To File A Tax Return?

• Attention Middle Class: The End Is Near

• Beware of the 5 Year Rule for Your Roth Assets

• Big Changes For 401(k) Hardship Distributions

• Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction

• Can I Open A Roth IRA For My Child?

• College Students: The Top 2 Action Items To Get Ahead

• Coronavirus & The Market Selloff

• Coronavirus Relief: $100K 401(k) Loans & Penalty Free Distributions

• Coronavirus RMD Relief: Ability To Waive Mandatory IRA Distributions In 2020

• Coronavirus SBA Disaster Loan Program

• Coronavirus SBA Loan Forgiveness Program

• Coronavirus vs. SARS: Buying Opportunity?

• COVID-19 Distribution Tax Forms!!!

• Do I Have To Pay Tax On A House That I Inherited?

• Do I Have to Pay Tax When I Sell My House?

• Do I Make Too Much To Qualify For Financial Aid?

• Does “Sell In May And Go Away” Really Work?

• Don’t Let Taxes Dictate Your Investment Decisions

• Equifax Data Breach: How To Protect Yourself

• How Could The Midterm Elections Impact The Stock Market?

• How Do Inherited IRA’s Work For Non-Spouse Beneficiaries?

• How Do Social Security Survivor Benefits Work?

• How Much Emergency Fund Should You Have And How To Get There

• How Much Life Insurance Should You Have? Top 8 Factors

• How Much Should I Budget For Health Care Costs In Retirement?

• How Much Will The Value Of Your House Drop Under The New Tax Law?

• How Much Will Your Paycheck Increase In 2018?

• How Pass-Through Income Will Be Taxed For Small Business Owners

• How Pension Income and Retirement Account Withdrawals Can Impact Unemployment Benefits

• How Rental Income Will Be Taxed In Years 2019+

• How The COVID Second Wave Will Impact The Stock Market

• How To Change Your Residency To Another State For Tax Purposes

• How To Pay 0% Tax On Capital Gains Income

• How To Protect Assets From The Nursing Home

• How To Use Your Retirement Accounts To Start A Business

• Introduction To Medicare

• IRA RMD Start Date Changed From Age 70 ½ to Age 72 Starting In 2020

• IRS Stimulus Checks To Individuals: Eligibility & Timing

• Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity

• Manufacturing Is Contracting: Another Economic Indicator Flashes Red

• Market Selloff: Time To Buy, Sell, or Hold?

• Medicare Supplemental Plans (“Medigap”) vs. Medicare Advantage Plans

• More Taxpayers Will Qualify For The Child Tax Credit

• Moving Expenses Are No Longer Deductible

• Navigating Student Loan Repayment Programs

• New Rules For Non Spouse Beneficiaries Of Retirement Accounts Starting In 2020

• New York May Deviate From The New 529 Rules

• No Deduction For Entertainment Expenses In 2019. Ouch!!

• Patience Should Reward Investors In 2018

• Percentage of Pay vs Flat Dollar Amount

• Potential Consequences of Taking IRA Distributions to Pay Off Debt

• Requesting Mortgage Forbearance: Be Careful

• SBA PPP Loan New 24 Week Covered Period & Additional Changes

• SEP IRA – TOP 5 MISTAKES

• Should I Payoff My Mortgage Early?

• Should I Refinance My Mortgage Now?

• Should I Rollover My Pension To An IRA?

• Should You Put Your House In A Trust?

• Social Security Filing Strategies

• Spouse Inherited IRA Options

• STAR Property Tax Credit: Make Sure You Know The New Income Limits

• Target Date Funds: A Public Service Announcement

• Tax Reform Could Lead To A Spike In The Divorce Rate In 2018

• Tax Reform: Your Company May Voluntarily Terminate Your Retirement Plan

• Tax Reform: Changes To 529 Accounts & Coverdell IRA’s

• Tax Reform: Summary Of The Changes

• The Accountant Put The Owner’s Kids On Payroll And Bomb Shelled The 401(k) Plan

• The Coronavirus Battle Will Be Won Or Lost By April 30th

• The Dow Dropped 362 Points Yesterday. Now What?

• The GameStop Surge: 5 Investment Lessons

• The Government Is Shut Down. Should You Be Worried?

• The Marriage Penalty: Past and Present

• The Medicaid Spend Down Process In New York

• The New PPP Loan Forgiveness Application & Early Submission

• The Process of Selling A Business – Pitfalls To Avoid

• The Stock Market Dropped 800 Points Today. Is This A Warning Sign?

• The Top 2 Strategies For Paying Off Student Loan Debt

• The Top 4 Things That You Need To Know About The Trade War With China

• The U.S. Government Debt Crisis Is Almost Here

• Understanding FAFSA & How To Qualify For More College Financial Aid

• Understanding Required Minimum Distributions & Advanced Tax Strategies For RMD’s

• Volatility, Market Timing, and Long-Term Investing

• Warning To All Employees: Review The Tax Withholding In Your Paycheck Otherwise A Big Tax Bill May Be Waiting For You

• Watch These Two Market Indicators

• We Are Sleep Walking Into The Next Crisis

• What Does Tax Reform Mean For The Markets In 2018?

• What Happened The Last Time The Dow Dropped By More Than 4% In A Day?

• What Happens To My Pension If The Company Goes Bankrupt?

• What Is An Inverted Yield Curve?

• When Do Higher Interest Rates Become Harmful To The Stock Market?

• When To Enroll In Medicare

• When You Make Cash Gifts To Your Children, Who Pays The Tax?

• Which Stock Market Index Is Better To Track? The Dow or S&P 500 Index

• Why Do You Owe More In Taxes This Year?

• Will Home Equity Loan Interest Be Deductible In 2019+?

• Will Moving From New York to Florida In Retirement Save You Taxes?

• Can I Negotiate A Car Lease Buyout?

• Can I Use My 401K or IRA To Buy A House?

• Required Minimum Distribution Tax Strategies

• The #1 Question To Ask Yourself Before Selling A Stock

• Tax Deductions For College Savings

• Social Security Loophole: Age 62+ With Kids In High School

• Who Pays The Tax On A Cash Gift?

• Small Business Owners: How To Lower The Cost of Health Insurance

• Do I Have To Pay Taxes On My Inheritance?

• The Process Of Buying A House

• Comparing Different Types of Employer Sponsored Retirement Plans

• How is my Social Security Benefit Calculated?

Resources

• GFG Loan Amortization Calculator

• Sample Business Plan

• Types of Retirement Plans

• Rollover Chart

• Expense Planner

• Financial Planning Questionnaire

• Greenbush Financial Disclosures

Retirement Central

• Advanced Tax Strategies For Inherited IRA’s

• How Do Inherited IRA’s Work For Non-Spouse Beneficiaries?

• How Do Social Security Survivor Benefits Work?

• How Much Should I Budget For Health Care Costs In Retirement?

• How To Change Your Residency To Another State For Tax Purposes

• Introduction To Medicare

• IRA RMD Start Date Changed From Age 70 ½ to Age 72 Starting In 2020

• Lower Your Tax Bill By Directing Your Mandatory IRA Distributions To Charity

• Medicare Supplemental Plans (“Medigap”) vs. Medicare Advantage Plans

• Potential Consequences of Taking IRA Distributions to Pay Off Debt

• Should I Rollover My Pension To An IRA?

• Social Security Filing Strategies

• What Happens To My Pension If The Company Goes Bankrupt?

• When To Enroll In Medicare

• Required Minimum Distribution Tax Strategies

• Social Security Loophole: Age 62+ With Kids In High School

• Should I Establish A Power of Attorney?

• Who Pays The Tax On A Cash Gift?

• Should I Gift A Stock To My Kids Or Just Let Them Inherit It?

• Planning for Long Term Care

• Strategies to Save for Retirement with No Company Retirement Plan

• A New Year: Should I Make Changes To My Retirement Account?

• Traditional vs. Roth IRA’s: Differences, Pros, and Cons

• Do I Have To Pay Taxes On My Inheritance?

• How Much Money Do I Need To Save To Retire?

• Comparing Different Types of Employer Sponsored Retirement Plans

• How is my Social Security Benefit Calculated?

• Do I Have to Pay Taxes on my Social Security Benefit?

• Can I Receive Social Security Benefits While I’m Still Working?

• Inherited IRA’s: How Do They Work?

• What is the Process for Setting Up a Will?

Social Security

• How Do Social Security Survivor Benefits Work?

• Social Security Filing Strategies

• Social Security Loophole: Age 62+ With Kids In High School

• How is my Social Security Benefit Calculated?

• Do I Have to Pay Taxes on my Social Security Benefit?

• Can I Receive Social Security Benefits While I’m Still Working?

Stock Options

• Stock Options 101: ISO, NQSO, and Restricted Stock

Students & Young Professionals

• 4 Things That Elite Millennials Do To Fast Track Their Careers

• At What Age Does A Child Have To File A Tax Return?

• College Students: The Top 2 Action Items To Get Ahead

• Equifax Data Breach: How To Protect Yourself

• How To Use Your Retirement Accounts To Start A Business

• Navigating Student Loan Repayment Programs

• The Top 2 Strategies For Paying Off Student Loan Debt

• Understanding FAFSA & How To Qualify For More College Financial Aid

• Can I Use My 401K or IRA To Buy A House?

• The #1 Question To Ask Yourself Before Selling A Stock

• Should I Buy Or Lease A Car?

• NY Free Tuition – Facts and Myths

• Traditional vs. Roth IRA’s: Differences, Pros, and Cons

• What is a Bond?

• The Process Of Buying A House

• First Time Homebuyer Tips

• Paying Down Debt: What is the Best Strategy?

• How to Create a Business Plan

• Need to Know College Savings Strategies

Tax Strategies

• $5,000 Penalty Free Distribution From An IRA or 401(k) After The Birth Of A Child or Adoption

• At What Age Does A Child Have To File A Tax Return?

• Business Owners: Strategies To Reduce Your Taxable Income To Qualify For The New 20% Qualified Business Income Deduction

• Coronavirus RMD Relief: Ability To Waive Mandatory IRA Distributions In 2020

• COVID-19 Distribution Tax Forms!!!

• Do I Have To Pay Tax On A House That I Inherited?

• Do I Have to Pay Tax When I Sell My House?

• How Much Will The Value Of Your House Drop Under The New Tax Law?

• How Pass-Through Income Will Be Taxed For Small Business Owners

• How Rental Income Will Be Taxed In Years 2019+

• How To Change Your Residency To Another State For Tax Purposes

• How To Pay 0% Tax On Capital Gains Income

• More Taxpayers Will Qualify For The Child Tax Credit

• Moving Expenses Are No Longer Deductible

• New York May Deviate From The New 529 Rules

• No Deduction For Entertainment Expenses In 2019. Ouch!!

• Should You Prepay Your Property Taxes?

• STAR Property Tax Credit: Make Sure You Know The New Income Limits

• Tax Reform: Your Company May Voluntarily Terminate Your Retirement Plan

• Tax Reform: At What Cost?

• The Accountant Put The Owner’s Kids On Payroll And Bomb Shelled The 401(k) Plan

• The House Passed The Tax Bill. What’s The Next Step?

• Understanding Required Minimum Distributions & Advanced Tax Strategies For RMD’s

• Warning To All Employees: Review The Tax Withholding In Your Paycheck Otherwise A Big Tax Bill May Be Waiting For You

• When You Make Cash Gifts To Your Children, Who Pays The Tax?

• Why Do You Owe More In Taxes This Year?

• Will Home Equity Loan Interest Be Deductible In 2019+?

• Will Moving From New York to Florida In Retirement Save You Taxes?

• Who Pays The Tax On A Cash Gift?

• Tax Secret: R&D Tax Credits…You May Qualify

• Avoid These 1099 “Employee” Pitfalls

• Tax Secret: Spousal IRAs

• Changes to 2016 Tax Filing Deadlines

• Do I Have To Pay Taxes On My Inheritance?

• Year End Tax Strategies

• Understanding Investment Tax Forms

• Should I Establish an Employer Sponsored Retirement Plan?

• Do I Have to Pay Taxes on my Social Security Benefit?
  

Uncategorized

• 4 Things That Elite Millennials Do To Fast Track Their Careers

• How Much Emergency Fund Should You Have And How To Get There

• How Pension Income and Retirement Account Withdrawals Can Impact Unemployment Benefits

• Private: Is The Bond Market Predicting A Recession?

• Target Date Funds: A Public Service Announcement