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How to Take Advantage of Tax Reform Before Year’s End

Jude Heath CPA of the Total Wealth Authority

by: Jude Heath CPA 6 tax savings ideas to consider before year’s end 1. Pay your 2018 property taxes early If your state and local taxes will be greater than $10,000, pay the excess by December 31st, leaving $10,000 to deduct in 2018. 2. Make an extra mortgage payment Make your January mortgage payment in
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The Ricks Report – October 30, 2017

The Ricks Report October 30, 2017 Numbers of $ignificance  START SAVING NOW – A child born in 2017 that begins kindergarten in the fall of 2022 would attend college between the years of 2035 and 2039. If that child attended an average public in-state 4-year college and if the annual price increases for public colleges
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Winning at Life: How Should I Invest My Workers Comp Settlement?

Winning at Life title

Terry in Plaquemines calls Winning at Life to ask Gregory Ricks how he should invest the settlement from his workers compensation claim. The broadcast was live from Nola Motorsports Park.

A Tale of 3 Cousins and Their Inherited 401(k) Plans

This is the story of Al, Bob and Carl. Each cousin is the non-spouse beneficiary of his father’s 401(k) plan. Their fathers worked together at the local automotive factory for their entire lives and were all covered by the same plan. The default distribution option in the plan for non-spouse beneficiaries is a five-year payout.
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Winning at Life: How Am I Supposed to Set Up My 401k?

Winning at Life title

Jonathan listening on the iHeartRadio app in West Virginia calls in and asks Gregory about the basics of his 401k. What does a 401k do for you? How should you set it up?