Jim Blankenship
@BlankenshipFP
Followers
6K
Following
6K
Media
29K
Statuses
106K
I'll help you to understand and improve your money situation. * Saving & investing * Retirement * Social Security * Income taxes
CFP® practitioner
Joined December 2008
If you have a canceled debt, you may need to include it on your taxes.
financialducksinarow.com
If you have canceled debt on your record, you may have a tax surprise coming to you. Find out what the IRS has to say about it.
0
0
0
Timing your Roth conversion properly could result in a completely tax-free event. Here's how-
financialducksinarow.com
Sometimes a planned tax-free Roth Conversion can end up being quite taxable. It all depends on timing of other actions.
0
0
0
If you and someone else jointly inherit an IRA, it can be split into separate inherited IRAs.
financialducksinarow.com
Splitting an inherited IRA into multiple IRAs is important to maintain your own distribution plan after the death of the original owner.
0
0
0
A Tax-Free Roth Conversion Question of Timing
financialducksinarow.com
Sometimes a planned tax-free Roth Conversion can end up being quite taxable. It all depends on timing of other actions.
0
0
0
Spouse May Be Your Best Option for IRA Beneficiary
financialducksinarow.com
Naming your spouse beneficiary of your IRA provides the most flexibility and tax benefits of all other options, hands down.
0
0
0
10% Penalty Applied to Roth Conversion? Maybe
financialducksinarow.com
There are cases where you might get charged the 10% penalty on a Roth conversion. Pay attention to what you're doing to avoid it!
0
0
0
Timing your Roth conversion properly could result in a completely tax-free event. Here's how-
financialducksinarow.com
Sometimes a planned tax-free Roth Conversion can end up being quite taxable. It all depends on timing of other actions.
0
0
0
Spouse May Be Your Best Option for IRA Beneficiary
financialducksinarow.com
Naming your spouse beneficiary of your IRA provides the most flexibility and tax benefits of all other options, hands down.
0
0
0
Is there ever a case when the 10% early withdrawal penalty would be applied to a Roth conversion?
financialducksinarow.com
There are cases where you might get charged the 10% penalty on a Roth conversion. Pay attention to what you're doing to avoid it!
0
0
0
A Tax-Free Roth Conversion Question of Timing
financialducksinarow.com
Sometimes a planned tax-free Roth Conversion can end up being quite taxable. It all depends on timing of other actions.
0
0
0
A Tax-Free Roth Conversion Question of Timing
financialducksinarow.com
Sometimes a planned tax-free Roth Conversion can end up being quite taxable. It all depends on timing of other actions.
0
0
0
IRAs: Roth or Traditional?
financialducksinarow.com
When it comes time to choose between a Roth or Traditional IRA, which one is better?
0
0
0
5 Things to Check on Your Homeowners Policy
financialducksinarow.com
home insurance, home office, Insurance
0
0
0
Sometimes a Roth conversion can be completely tax-free
financialducksinarow.com
Sometimes a planned tax-free Roth Conversion can end up being quite taxable. It all depends on timing of other actions.
0
0
0
Your Payback from Social Security
financialducksinarow.com
financial planning, Social Security
0
0
0
Starting Social Security benefits early requires some real forethought -
financialducksinarow.com
Working through some examples comparing filing early versus delaying filing until later ages. Sometimes it's better to file early.
0
0
0
Sometimes it can make sense to start Social Security benefits early - here are a few examples-
financialducksinarow.com
Working through some examples comparing filing early versus delaying filing until later ages. Sometimes it's better to file early.
0
0
0
Timing your Roth conversion properly could result in a completely tax-free event. Here's how-
financialducksinarow.com
Sometimes a planned tax-free Roth Conversion can end up being quite taxable. It all depends on timing of other actions.
0
0
0
IRA rollovers and transfers are different actions. Learn more about the difference here:
financialducksinarow.com
IRA, qrp, qualified retirement plan, retirement plan, Roth conversion
0
0
0