As I take a summer vacation with my family, I tend to wonder if the multitudes of people on the beaches and at other vacation spots across the U.S. really comprehend the price of that luxury. I’m not talking about the literal cost of the trip, but more about having the personal and financial freedoms to even take a vacation. …
Andy Gives a Presentation to UAB Periodontal Students
In May, Andy was invited to give a presentation to the UAB Dental and Periodontal Residents regarding financial tips and information beneficial to decisions they will face, both personal and professional, once they are out of school and working. Among the topics Andy explained were how to choose a mortgage and the options and benefits associated with each of them, …
Why You Still Shouldn’t Gamble on Gift and Estate Taxes
Read Andy’s article published by Advisor One discussing “Why You Still Shouldn’t Gamble on Gift and Estate Taxes”.
Truth Talking on Taxes: Don’t Believe Everything You Hear
There’s an old saying (based on Scripture) that affirms “the truth will set you free.” Yet I often wonder if our government officials ever heard the saying because, year after year, we seem to hear more evidence pointing to the contrary. For instance, many politicians appear to twist the truth during campaign years as it relates to our tax code …
Thinking of a Hardship Distribution
Are you thinking about taking a hardship distribution from your 401k? For many Americans facing uncertain economic times, loans and hardship withdrawals from retirement savings are on the rise according to a recent study done by Fidelity Investments. While this may be the only option for some facing foreclosure or bankruptcy, there are a few things that need to be …
“Donor Advised Funds: Maximize the Tax Benefits, Build a Legacy”
Read Andy’s article published by Advisor One penning his thoughts on “Why Most Individuals Shouldn’t View Private Foundations As Only Available To The Ultra-Wealthy “… To Read More Click HERE
“IRS Offers Tax Relief for Tornado Stricken Areas”
Read Andy’s article published by Advisor One discussing “Some Relief Being Given For Tornado Stricken Areas”… http://www.advisorone.com/2011/05/17/irs-offers-tax-relief-for-tornado-stricken-areas
Planning for Estate Taxes in 2011 and 2012
Watch a video on Planning for Estate Taxes in 2011 and 2012 – presented by Forefield.
“Continuous Robbery”
Read Andy’s article published by Advisor One on “What Would Happen If We Lowered The U.S. Corporate Tax Rate”? http://www.advisorone.com/2011/04/25/continuous-robbery
“Tax Penalty Exceptions: Early Distributions From IRAs”
Read Andy’s article published by Advisor One regarding “Early Distributions From IRAs”… http://www.advisorone.com/2011/03/14/tax-penalty-exceptions-early-distributions-from-irs