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Tag Archives: 401(k)

Dave Says: Is it an emergency?

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Is it an emergency? Dear ...

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The RMD Holiday

The RMD Holiday – We said last month that retirees are one of the highest and most unfairly taxed groups out there and stressed the importance of tax reduction planning when it ...

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Dave Says: Great start, but follow the steps

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Great start, but follow the ...

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Ways to avoid the new tax increase on retirement accounts

retirement accounts

Last month we discussed the SECURE Act and its projected $15.7 billion tax increase on beneficiaries of tax deferred retirement accounts (like 401(k)s, 403(bs), TSPs, IRAs, etc.). The only ones excluded from ...

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Dave Says: Landlords and duplexes

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Landlords and duplexes Dear Dave, ...

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The new $15.7 billion tax on retirement accounts

retirement

We have a saying around our office that retirees are one of the highest and most unfairly taxed groups out there and with the recent passage of the SECURE Act things are ...

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Dave Says: Teaching the value of work…and money

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Dear Dave, Is it okay ...

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Dave Says: Should you have renter’s insurance?

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Dear Dave, We just helped ...

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The 401(k) / IRA IQ Quiz: How safe is your retirement?

retirement

While we all love the season of giving, there is one place that many are likely giving far more than they should: the Internal Revenue Service. As we’ve pointed out in our ...

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Dave Says: The partnership, not the family, is the problem

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Dear Dave, My two brothers-in-law ...

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401(k) Plan Owners: Watch Out

retirement

If you are a 401(k) plan owner, imagine how you would feel if you were on a sinking cruise ship and couldn’t get off because there weren’t any life jackets or backup ...

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Dave Says – Helping is often more than just giving

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Helping is often more than ...

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Dave Says – You don’t fake poor

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   You don’t fake poor Dear ...

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Getting the taxman out of your retirement — Part 2

Last month, in part one of this article, we discussed how you might be in a lower tax bracket in retirement, but pay a higher tax rate. In this article, we’ll look ...

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Dave Says – Getting motivated

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Getting motivated Dear Dave, My ...

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Getting the taxman out of your retirement — Part 1

One of the most overlooked, but perhaps most important, aspects of retirement income planning is taxes and how they relate to Social Security. Taxation on Social Security benefits works differently than other ...

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Dave Says – If you can’t afford a 15-year mortgage…

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   If you can’t afford ...

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Dave Says – A home shouldn’t leave you “house poor”

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   A home shouldn’t leave you ...

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Dave Says – Emergency fund for business?

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Emergency fund for business?   ...

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Dave Says – Preparing for the real world

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Preparing for the real world ...

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Dave Says – Investigate your options

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Investigate your options   Dear ...

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Why every spending decision is an investing decision

We all would like great health and physical fitness, but only people with self-discipline achieve such goals. Other areas of life are the same way. Investing time, commitment, and sacrifice into your ...

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Dave Says – Play it smart

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Play it smart   Dear ...

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Dave Says – Investigate your options

dave ramsey

Need some financial advice? Debt and income crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out what folks are asking Dave Ramsey.   Investigate your options   Dear ...

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