Adjusted Gross Income (AGI): The Most Important Number on Your Tax Return
Learn why Adjusted Gross Income (AGI) is one of the most important numbers on your tax return and how it can affect Medicare premiums, Social Security taxes, tax credits, and retirement planning.
Form 1040 Line 6a vs. Line 6b: Why Some Retirees Pay Tax on Social Security
Learn the difference between Form 1040 Line 6a and Line 6b, why some Social Security benefits are taxable, and strategies that may help reduce taxes in retirement.
Form 1040 Line 4a vs. Line 4b: What Every Retiree Should Know About IRA Withdrawals
Learn what Form 1040 Line 4a and Line 4b mean, why they matter for retirees, and how Roth conversions, rollovers, and IRA withdrawals affect your taxes.
Form 1040 Line 3a vs. Line 3b: One of the Most Overlooked Numbers on Your Tax Return
Learn the difference between Form 1040 line 3a and line 3b, why qualified dividends matter, and strategies that may help retirees keep more investment income taxed at favorable rates.
You Go To A Doctor For Surgery, So Why Not Work With A Professional For Your Finances?
many people don’t treat their finances with the same seriousness as they do their health. Let me explain why this matters.
Financial-procrastination: Why Do People Procrastinate with Their Finances?
Have Your Financial-Procrastination Fallen Prey to? By, Jeremy Reif, CRPS It’s human nature to procrastinate about financial-procrastination. Why do it today when you can do it tomorrow, right? But the question is, when is “tomorrow?” I posted a video years ago giving my thoughts on procrastination as it relates to financial planning. In that video […]
Navigating Retirement: 4 Essential Questions Answered
Exploring Key Retirement Questions for a Secure Future By, Jeremy Reif, CRPS Regardless of if you are 30 or 50, the idea of retirement probably crosses your mind regularly. Once we dive into our working years, retirement becomes the ultimate goal. It’s the promise that one day we’ll be able to reap what we’ve sown […]
What to Do With Your Old 401(k) After Leaving a Job: A Comprehensive Guide
What do you do when you leave a job with a retirement plan? Do you have options for your 401(k)?
Navigating Frequent Job Changes: Multiple 401(k)s
What to Do With Multiple 401ks After a Job Change By, Jeremy Reif, CRPS Gone are the days when Americans would stay in the same job for the majority of their working lives. The recent trend is to transition from job to job at an alarming rate. Americans change jobs an average of 12 times […]
Will Taxes Go Up In The Future?
Exploring the Benefits of Roth IRA Contributions for Tax Efficiency: Will Taxes Go Up? by, Jeremy Reif, CRPS Dealing with retirement can be tricky. Will Taxes Go Up In The Future? Do you plan for the here and now and everything that goes with it or do you plan for the future and try to […]