Retirement Income Question

Posted on April 10, 2018May 1, 2018

Q: Is there any way to make 3% annual income on $200,000 and still protect the principle? Or is this… Read More

Lump Sum and Pension for Retirement

Posted on February 12, 2018April 10, 2018

Q: I am a 64-year-old male and will retire this May. Presently my only bill is my $2000/month house payment which… Read More

New Tax Plan – Medical Expenses

Posted on January 10, 2018January 10, 2018

Q: I have a looming medical expense of $5500. Are medical expense deductions being eliminated under the new tax plan for… Read More

Tax Plan Question – QCD

Posted on January 10, 2018

Q: I have two questions regarding the new tax plan. Is there an additional standard deduction amount for over 65… Read More

New Tax Plan – 2017 Taxes

Posted on January 10, 2018January 10, 2018

Q: Regarding the tax plan, are the changes going to affect us when we file our 2017 taxes? A: When passed,… Read More

Tax Questions – Capital Gains

Posted on January 10, 2018

Q: Does the new tax plan do away with the 3.8% Obamacare real estate capital gains tax? A: Thanks for reaching out… Read More

Retirement Planning Question – Backdoor Roth

Posted on January 10, 2018

Q: With the new tax plan, can individuals still perform the backdoor Roth IRA in 2018? A: Thanks for reaching out… Read More

Tax Question – Personal Exemption

Posted on January 10, 2018

Q: What happens to the $4050 personal exemption in the new tax law? I just read on one site that it… Read More

Tax Question – Personal Items

Posted on January 10, 2018

Q: A friend of mine recently sold personal items (such as jewelry). Will she be she taxed on these items as… Read More