Watch out for Retirement Income Tax Traps
By Jim Terwilliger Benjamin Franklin hit the nail on the head when he was quoted “…nothing can be said to
Read MoreBy Jim Terwilliger Benjamin Franklin hit the nail on the head when he was quoted “…nothing can be said to
Read MoreBy Jim Terwilliger Believe it or not, students and their families are looking at $250K to $300K to fund four
Read MoreBy Jim Terwilliger Last issue, we reviewed many of the provisions in the new federal legislation relating to personal income
Read MoreBy Jim Terwilliger It will be some time before the dust finally settles on the new federal tax legislation. While
Read MoreBy Jim Terwilliger In a column last year, we focused on required minimum distributions (RMDs) and reviewed the consequences resulting
Read MoreBy Jim Terwilliger In past columns, we have commented on the positive virtues of the Roth IRA and why it
Read MoreBy Jim Terwilliger There are many age-related milestones. This is one of them. Other than wishing for the good old
Read MoreHere are 10 steps to take if you are the beneficiary of a financial windfall By Jim Terwilliger It might
Read MoreBy Jim Terwilliger Thank goodness for pre-tax retirement plans such as 401(k)s and traditional IRAs. These plans offer attractive features
Read MoreBy Jim Terwilliger Like it or not, “means testing” is here to stay in the form of tiered costs for
Read MoreBy Jim Terwilliger Setting goals for the new year is a popular activity. Unfortunately, for most of us, our goals
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