Month

March 2019
  Tax Strategies For Retirement The Treasury and the IRS are lowering the withholding underpayment threshold to 80% to give more taxpayers relief from tax penalties if they didn’t withhold enough taxes from their paychecks last year in the wake of 2018 tax overhaul. Below is a PDF version of the article Matt talks about...
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Today’s Smart Money Question: The featured guest this week is Matt’s current client Julie, who is in the process of planning for retirement and has been working with Matt for several years now. Julie provides some valuable insight into the planning process from a client perspective, and even offers up some great travel tips from...
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Today’s Smart Money Question: Today we are answering some Smart Money Questions that listeners sent in.  Jane wants to know about the preferred interest rate for a savings/money market account. Hector asks about the differences between a Roth IRA and a traditional IRA. Finally, Jim wonders about how to properly save for his kids’ college...
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