by AIO | Sep 12, 2020 | Retirement Planning, Taxes
Two months after the Supreme Court struck down the Defense of Marriage Act, the Treasury Department ruled that legally married same-sex couples will be treated as married for federal tax purposes. The decision has a host of implications, even for couples who now live... 
by AIO | Sep 12, 2020 | Podcast, Retirement Planning, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2017/12/Audio-divorce-taxes.mp3Podcast: Play in new window | DownloadFinances in Divorce I, unfortunately, am very familiar with this topic. I went through a divorce about 15 years ago.... 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 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 | Jul 8, 2020 | Podcast, Retirement Planning, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2019/12/Secure-Act-New-RMD-Rules-PODCAST.mp3Podcast: Play in new window | Download The SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 (the “Act”), which notably... 
by AIO | Sep 12, 2019 | Investing, Podcast, Socially Responsible Investing, Taxes
Happy 2017. I’m back after a break from blogging and social media – since the Trump election. I was extremely disappointed with the results of the election and how Trump won. The entire election process is disturbing. I spent some time thinking about how I...