by Jay Beattey | Aug 1, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
If you’re old enough to remember the Great Depression – or “It’s a Wonderful Life,” then you know that banks haven’t always been the safest place to keep money. In fact, FDIC insurance came into existence after massive bank failures during the Great Depression....
by Jay Beattey | Jun 30, 2013 | Articles, Personal Finance
People are so concerned about taxes, that Forbes writer William Baldwin has penned a few articles on the subject. One of his latest is titled, “Eighteen Ways to Get Tax-Free Income.” Let me save you the trouble – here are his 18 ideas in bullet point fashion – more...
by Jay Beattey | Jun 30, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Joe and Mary were looking forward to a life of travel and golf. They’d retire with $40,000 in tax-free Social Security benefits, and supplement it with $55,000 they planned to draw from their former 401k’s – now IRAs. Sure there’d be $10,000 in taxes on the IRA...
by Jay Beattey | Jun 30, 2013 | Articles, Millennials, Personal Finance
Parents and grandparents often want to do something to help Junior build a college account and the 529 Plan can seem the natural choice. After all, how can you beat tax-deferred growth – and penalty-free access for college expenses? Not so fast. Here are five...
by Jay Beattey | Jun 10, 2013 | Articles, Personal Finance, Retirement, Wall Street, Wealth Building
Joe and Mary were looking forward to a life of travel and golf. They’d retire with $40,000 in tax-free Social Security benefits, and supplement it with $55,000 they planned to draw from their former 401k’s – now IRAs. Sure there’d be $10,000 in taxes on the IRA...
by Jay Beattey | Jun 10, 2013 | Articles, Personal Finance
People are so concerned about taxes, that Forbes writer William Baldwin has penned a few articles on the subject. One of his latest is titled, “Eighteen Ways to Get Tax-Free Income.” Let me save you the trouble – here are his 18 ideas in bullet point fashion – more...
