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
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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
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
The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You.
It looks like the TCJA will not be sunsetting. That doesn't make Roth Conversions less appealing, only less urgent. By John H. Robinson, Financial Planner (November 2024) Readers of our content … [Read more...] about The Tax Cuts & Jobs Act Has a New Lease on Life. What that Means for You.
Will Your Most Important Financial Planning Document Be Implemented When You Need it Most?
Your Medical Power of Attorney is your most important estate planning document and the one most likely to be needed on short notice. By J.R. Robinson, Financial Planner (July 2024) The … [Read more...] about Will Your Most Important Financial Planning Document Be Implemented When You Need it Most?
