What You Need to Know About the Solo 401(k) and Form 5500:Jean-Luc Bourdon of Lucent Wealth Planning explains what solo 401(k) account owners need to know about Form 5500-EZ.
Jean Chatzky’s Your Money Map with Michelle Singletary
Michelle and Jean spoke on how you can plan your taxes with retirement in mind and maximize your benefits on the most common retirement accounts.
How to Prepare Your Financial Plan for a Layoff
How to Prepare Your Financial Plan for a Layoff: Preparing a financial plan for a potential layoff can help you feel more secure and financially stable during uncertain times, according to Beau Kemp of Sensible Money.
Can I contribute to a tax deductible IRA?
Can I contribute to a tax deductible IRA? In this episode of Ask The Hammer, Jeffrey answers the question: Can I contribute to a tax deductible IRA?
Capital Gains Tax
Capital Gains Tax: In this episode of Ask The Hammer, Jeffrey Levine discusses managing capital gains taxes.
How Best to Work with a Tax Preparer
How Best to Work with a Tax Preparer: In this finStream video, Jean-Luc Bourdon answers the question: What is the best way to work with a tax preparer?
Can I contribute to my Roth 401k regardless of my income?
Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that’s not the case with a Roth IRA?
What expenses can I use my HSA for?
What expenses can I use my HSA for? In this episode of Ask The Hammer, Jeffrey Levine, aka the Hammer, discusses which expenses you can use your HSA (healthcare spending account) for.
Should I convert IRA assets into a Roth IRA?
Should I convert IRA assets into a Roth IRA? Dana Anspach answers the Common Retirement Question: Converting IRA Assets into a Roth IRA.
Rolling a 401k into an IRA
Dana Anspach answers a common retirement question and discusses the pros and cons of rolling a 401k into an IRA.