by AIO | Sep 8, 2020 | Investing, Taxes
This blog describes a trick for people who have an income that is too high for them to contribute to a Roth IRA – they can still make a Roth IRA contribution. Difference between Roth and IRA Traditional IRA, you receive a tax deduction for the amount you contribute.... by AIO | Sep 8, 2020 | Financial Advisors, Investing, Retirement Planning
The Department of Labor (DOL) Fiduciary Rule was scheduled to start on April 10, 2017 but President Trump signed an executive order delaying the rule 180 days so that the DOL could carry out “economic and legal analysis” on the rule’s potential impact. If this... 
by AIO | Sep 7, 2020 | Financial Advisors, Financial Planning, Investing, Podcast, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2020/03/Corona-Stimulus-podcast-audio.mp3Podcast: Play in new window | Download On March 27, 2020, the $2 trillion economic recovery package was signed into law. Direct Payments The big... 
by AIO | Sep 7, 2020 | Dept, Podcast, Retirement Planning, Spending
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2019/07/Suze-Orman-Saving-Podcast.mp3Podcast: Play in new window | Download In this episode, we review and comment on Suze Orman’s popular video “To really save money, do this …” She talks... 
by AIO | Sep 7, 2020 | Alternative Investments, Investing, Podcast
Unlocking Alternative Investments: The Values Investor Podcast Episode 33 Welcome to another enlightening episode of The Values Investor Podcast with Bill Holiday, brought to you by AIO Financial. In this episode, we delve into the insights from the recent NAFA.com...