Review of a book by Jasen Dahm, CFA, CPA, on the concepts involved in structuring a tax-free, high-income retirement income stream. The post Book Review: Nutshells – Planning Strategies for a Tax-Free, High-Income Retirement appeared first on Getting...

Where you live can have a big impact on the taxation of your retirement income. Some states don't tax retirement income at all! The post Your Retirement Plan and Where You Live appeared first on Getting Your Financial Ducks In A Row. Related posts:...

Can you do a Roth conversion while you are taking 72t payments from the traditional IRA? Yes, with some complications. The post Roth Conversion While Receiving 72t Payments appeared first on Getting Your Financial Ducks In A Row. Related posts:TWO...

A few rules of thumb about buying a car. Use these as a guide when you get ready to make that next auto purchase. The post Principles of Pollex: Auto Purchases appeared first on Getting Your Financial Ducks In A Row. Related posts:Principles of Pol...

There may be a good reason to keep some of your IRA money separate from the rest. It's all about where the money came from in the first place. The post Should You Separate Your Rollovers From Your Contributory IRAs? appeared first on Getting Your Fin...

There are reasons in favor of rollover of 401(k) & reasons against. Here are a few reasons in favor of rollover that you might not think of. The post More reasons to keep on rolling (to an IRA, that is) appeared first on Getting Your Financial Du...

Reviewing the benefits of tax diversification among your retirement and other investment accounts. Timing along with your lifetime taxation. The post Tax Diversification for Investments appeared first on Getting Your Financial Ducks In A Row. Relat...

Details on how the Family Maximum benefit is calculated regarding a Social Security Disability benefit situation. The post Family Maximum Benefit (Disability) appeared first on Getting Your Financial Ducks In A Row. Related posts:Social Security Su...

If you're in disagreement with a result that the IRS has given you, you need to know what rights you have for an appeal. The post Your Appeal Rights at the IRS appeared first on Getting Your Financial Ducks In A Row. Related posts:What to do When Y...

(According to the Social Security Administration) There are a couple of circumstances where the Social Security Administration changes your birthdate for you. Chances are if this applies to you, you already know this, but I thought I’d explain it any...