by John | Mar 13, 2020 | FM-60 |
Seven Tax Tips for a Better Filing Season As we enter the heart of the tax-filing season, is it too late to do anything about your 2019 taxes? Actually, there many tax tips still available to make tax filing smoother and maybe save a few bucks in the process. ...
by John | Feb 17, 2020 | FM-60 |
Often the financial press tends to dismiss the analysis of retiree health insurance coverage by simply stating that a retiree may join Medicare at age 65. While factually accurate in most situations, to present enrolling in a program as complex as Medicare as...
by John | Jan 7, 2020 | FM-60 |
The Social Security application withdrawal and refiling strategy commonly referred to as the “Social Security Undo” option, allows a recipient to, under certain circumstances, repay the Social Security benefits they received and instead be treated as if they never...
by John | Dec 19, 2019 | FM-60 |
The decision as to when to collect Social Security benefits can be difficult as many factors enter into the consideration of the multiple payment options. Lemons (2012) explains that these variables include not only the employment history of the worker (and their...
by John | Nov 14, 2019 | FM-60 |
Unfortunately, estate planning mistakes are routinely made and may involve many areas of an estate. While each individual situation has its own unique circumstances, there are some mistakes found across many estate plans. Here are a few of these common planning...
by John | Oct 30, 2019 | FM-60 |
Qualified Personal Residence Trust (QPRT) The use of a Qualified Personal Residence Trust (QPRT) provides an opportunity to remove a primary and (or) an occasional residence from their taxable estate. When creating a QPRT, “an individual would transfer the title...
