Conventional wisdom suggests that inheriting a Roth IRA is always better than inheriting a traditional IRA. In the case of the former, the distributions are tax-free and in the case of the latter, distributions are taxed as ordinary income. Read the rest of the story.
Inheriting a Roth IRA isn’t always best: Sometimes traditional is better Read More »
Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® Yes indeed it’s an Ask the Experts Saturday morning on news 96.5 WDBO. It’s good to have you with us. My name is Kirk and this is On the Money brought to you by Central Florida oldest and largest, independent, firm of certified financial planning professionals. That
TRANSCRIPT FOR THE JANUARY 9, 2016 “ON THE MONEY” SHOW Read More »
It’s not too late to reduce your 2015 tax bill. Retirement savers continue to have a powerful option to decrease the amount they owe in federal income tax, if they are willing to deposit money in an individual retirement account. Depending on your tax rate, a last-minute IRA contribution could save you hundreds or even
How to Save Over $1,000 on Your 2015 Tax Bill Read More »
Posted by Denise Kovach, CFP®, AIF®, NSSA® A good thing to ask yourself is, “Where am I?” “Am I spending too much money and saving too little?” “Do I have life insurance, disability insurance, and health insurance?” “Are my beneficiaries correctly listed on my insurance and retirement accounts?”
Things you can do to brighten your financial outlook Read More »
Posted by Joe Bert, CFP®, AIF® With all the focus on the recent large lottery power ball at stake, Kiplinger asked Joe Bert for his views – What If I Win? It can be a blessing…or a curse. You’ll need help sorting through the decisions surrounding sudden wealth.
You Win the Powerball Jackpot. What Now? Read More »
Posted by Roger Johnson, CFP®, AIF® Calculate your net worth and set goals for the New Year. Knowing your net worth is key towards growing it. Each year in January, tally your current assets and liabilities to figure out your current net worth, then work on building it from there. Make sure you have a
11 Ways to Improve Your Finances in 2016 Read More »
Hosts: Roger Johnson, CFP®, AIF® and Joe Bert, CFP®, AIF® Central Florida’s oldest and largest independent firm of certified financial planning professionals, it’s the Certified Financial Group in Altamonte Springs. Today, we have two of the twelve certified financial planning professionals with us, as we normally do every Saturday for like the last 25, 26 years. I
TRANSCRIPT FOR THE JANUARY 2, 2016 “ON THE MONEY” SHOW Read More »
Hosts: Nancy Hecht, CFP®, AIF® and Joe Bert, CFP®, AIF® It’s an ask the expert Saturday morning on News 96.5. It’s good to have you with us on WDBO. In the studio with us this morning from Central Florida’s oldest and largest independent firm of certified financial planning professionals, the author of The Hecht Effect and A
TRANSCRIPT FOR THE DECEMBER 26, 2015 “ON THE MONEY” SHOW Read More »
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