New year tax changes, JR’s favorite cheat codes, new IRA and 401(k) limits. The purpose of this post is to help you get your financial plan off on the right foot for 2025 by raising awareness of … [Read more...] about What You Need to Know for 2025: New Tax Rules and Cheat Sheets
Time Is Running Out: Year-End Planning To-Dos
Time Is Running Out: Year-End Planning To-Dos
Don't overlook the items on Financial Planning Hawaii's year-end tax planning checklist. It is also time to think about rebalancing. Every year I find myself scrambling to get out my year-end notice … [Read more...] about Time Is Running Out: Year-End Planning To-Dos
Not So Hot TIPS
Not So Hot TIPS
Financial journalists love Treasury Inflation-Protected Securities. I do not. By J.R. Robinson, Financial Planner (November 2024) With fears of a resurgence of … [Read more...] about Not So Hot TIPS
Look Both Ways Before Converting Your 401(k) to a Roth IRA
Look Both Ways Before Converting Your 401(k) to a Roth IRA
Two IRS Rules that Could Torpedo Your Tax Planning By John H. Robinson, Financial Planner (November 2024) You do not have to search too hard to find advice about Roth Conversions. … [Read more...] about Look Both Ways Before Converting Your 401(k) to a Roth IRA
Social Security Administration New Login Requirements
Social Security Administration New Login Requirements
Establish your Login.gov andID.me credentials before a hacker does! By John H. Robinson, Founder/Financial Planner (October 2024) The Social Security Administration (SSA) is rolling out … [Read more...] about Social Security Administration New Login Requirements