News

Breaking News

Entertainment

Movies & Series

Music

Science & Technology

Sport

Business & Money

Education & Personal Development

Life

Culture & Art

Hobbies

News

Entertainment

Science & Technology

Sport

Business & Money

Education & Personal Development

Life

Culture & Art

Hobbies

home
›
Fresh Design Blog | UK Homes and Interiors Blog
›
Economy

Fresh Design Blog | UK Homes and Interiors Blog - Economy

15 | Follower

Fresh Design Blog | UK Homes and Interiors Blog

24.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Explanation of how Net Unrealized Appreciation (NUA) works for a 401(k) or other workplace retirement account.

Fresh Design Blog | UK Homes and Interiors Blog

17.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Depending on your income and other factors, you many not need to file a tax return. However, in some cases you may want to file anyhow.

Fresh Design Blog | UK Homes and Interiors Blog

11.12.2024

Want one of these domain names?!

Giving out my favorite domain names for a donation to my Community Fund! MoneyLatte.com, PFChat.com, DebtDrop,org and more.

Fresh Design Blog | UK Homes and Interiors Blog

03.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Completion of the discussion about Social Security Survivor Benefits, including eligibility by other non-spouse beneficiaries.

Fresh Design Blog | UK Homes and Interiors Blog

03.12.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Basics of the Social Security Survivor benefit. This article lays the foundation for understanding this confusing aspect of Social Security.

Fresh Design Blog | UK Homes and Interiors Blog

27.11.2024

Wealth = Have ÷ Want

The easiest way to increase your wealth is to decrease your needs.

Fresh Design Blog | UK Homes and Interiors Blog

26.11.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

An IRA could be useful to restrict certain inherent rights that are required within qualified retirement plans covered by ERISA.

Fresh Design Blog | UK Homes and Interiors Blog

12.11.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Further explanation of the tenets behind the Social Security Spousal Benefit provision for clarification and better understanding.

Fresh Design Blog | UK Homes and Interiors Blog

12.11.2024

The 10-2 Challenge

An easy way to accomplish a goal - big or small: Spend 10 minutes a day on it, for 2 years! It equates to 7,300 mins or 122 hours!

Fresh Design Blog | UK Homes and Interiors Blog

05.11.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Introducing the age 55 exception for a withdrawal from a 401(k) plan. Penalty free, with some restrictions applied.

Fresh Design Blog | UK Homes and Interiors Blog

29.10.2024

My $507.34 Ridiculous Mistake!

A good reminder to check your automatic subscriptions! You're probably paying for stuff you no longer need or want (or use!!).

Fresh Design Blog | UK Homes and Interiors Blog

22.10.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Things to consider with an inherited 401(k) plan - such as, you can convert the plan to a Roth IRA, enjoying tax-free withdrawals afterward.

Fresh Design Blog | UK Homes and Interiors Blog

17.10.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

You have a decision to make when it comes to taking RMDs from your IRAs. You're allowed to take them all from one, or one from all.

Fresh Design Blog | UK Homes and Interiors Blog

17.10.2024

You must begin from where you are

A bunch of life lessons and quotes relating to yoga AND personal finance! Inspired by Rachel Brathen aka Yoga Girl.

Fresh Design Blog | UK Homes and Interiors Blog

08.10.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Should you rollover that old retirement plan? In many cases, it makes a lot of sense. But not in all cases, of course.

Fresh Design Blog | UK Homes and Interiors Blog

01.10.2024

I just froze my credit and it was STUPIDLY EASY. (And Free!)

Freezing your credit is free, easy to do, and can save you a lot of time and frustration. Spend under 15 mins and get it done!

Fresh Design Blog | UK Homes and Interiors Blog

17.09.2024

6 New Books on The Scene! [GIVEAWAY]

Giving away copies of new financial books that have been published by the personal finance community lately!

Fresh Design Blog | UK Homes and Interiors Blog

17.09.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

An IRA distribution can be used to reduce or eliminate those pesky quarterly estimated tax payments. See how.

Fresh Design Blog | UK Homes and Interiors Blog

03.09.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Is there a way to use the prohibited transaction rules for IRAs in your favor? Hypothetically, there seems to be.

Fresh Design Blog | UK Homes and Interiors Blog

03.09.2024

Three Things You Should Never do in Retirement

#1. Never go cold turkey! #2: Don’t assume all your friends will be available. #3. Don’t over-schedule your days. Leave time for flow!

Fresh Design Blog | UK Homes and Interiors Blog

27.08.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Do you know what due diligence is for claiming credits on your income tax return? If you use a preparer, you can bet he or she does.

Fresh Design Blog | UK Homes and Interiors Blog

17.08.2024

I went 123 days without a sip of coffee 😱😱

Challenge Mode activated, baby! Break out of those bad habits and re-install better ones!

Fresh Design Blog | UK Homes and Interiors Blog

23.07.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

What should you expect when you owe money to the IRS? There are many options you can use to pay the tax - and it must be paid.

Fresh Design Blog | UK Homes and Interiors Blog

16.07.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

A taxable account can be an important component of your overall saving strategy. The tax savings can be very useful in the long run.

Fresh Design Blog | UK Homes and Interiors Blog

09.07.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

FRA has adjusted, why haven't there been other age adjustments for Social Security benefits? Leaving them alone works in the system's favor.

Fresh Design Blog | UK Homes and Interiors Blog

02.07.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

It's possible to separate the cream from the coffee - making a tax-free Roth conversion from mixed contribution IRA.

Fresh Design Blog | UK Homes and Interiors Blog

25.06.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

There is a way to leave your IRA eventually to a charity, but first provide some funds to your family, and save taxes to boot - the CRT.

Fresh Design Blog | UK Homes and Interiors Blog

11.06.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

It's a great idea to contribute to a Roth IRA for your child. It's not a good idea to invent income in order to make the contribution, though.

Fresh Design Blog | UK Homes and Interiors Blog

04.06.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Understanding the Roth Conversion of previous non-deductible IRA contributions. Also known as the Back Door Roth contribution.

Fresh Design Blog | UK Homes and Interiors Blog

28.05.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

How can you determine what your Social Security benefit may be if you're not filing at your FRA? You have your PIA, but now what?

Fresh Design Blog | UK Homes and Interiors Blog

21.05.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

When moving funds from a 401(k) plan to an IRA or to another qualified plan, a direct rollover solves some potential problems.

Fresh Design Blog | UK Homes and Interiors Blog

14.05.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Naming your spouse beneficiary of your IRA provides the most flexibility and tax benefits of all other options, hands down.

Fresh Design Blog | UK Homes and Interiors Blog

07.05.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

You might think you're simplifying things by naming your estate as the beneficiary of your IRA - but you're probably wrong.

Fresh Design Blog | UK Homes and Interiors Blog

09.04.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Certain caregiver costs can be included as medical expenses for iteming your deductions on Schedule A for your tax return.

Fresh Design Blog | UK Homes and Interiors Blog

02.04.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Is there a way to use your IRA funds to invest in your new startup business? As a matter of fact, there is! Just read on...

Fresh Design Blog | UK Homes and Interiors Blog

26.03.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

It's best to decide on a long-term plan that definitely reaches your goal, and then stick to that plan no matter what befalls you.

Fresh Design Blog | UK Homes and Interiors Blog

19.03.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Survivor benefits are a confusing topic, but that's not unusual. It can be complicated to calculate the benefit, but the rules are easy.

Fresh Design Blog | UK Homes and Interiors Blog

05.03.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Did you know you can have tax withheld from a distribution from an IRA without having to recognize income from the IRA?

Fresh Design Blog | UK Homes and Interiors Blog

20.02.2024

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

If you need help dealing with the IRS, the Taxpayer Advocacy Service may be just the ticket. They're really your only friend at the IRS.

Fresh Design Blog | UK Homes and Interiors Blog

17.02.2024

What Wealth Means (To Me)

A poem prompted by Jordan at The Wealth Letters on what I think being wealthy means.... HINT: Freedom!!

home›Fresh Design Blog | UK Homes and Interiors Blog›Economy

Fresh Design Blog | UK Homes and Interiors Blog - Economy

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Want one of these domain names?!

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Wealth = Have ÷ Want

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

The 10-2 Challenge

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

My $507.34 Ridiculous Mistake!

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

You must begin from where you are

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

I just froze my credit and it was STUPIDLY EASY. (And Free!)

6 New Books on The Scene! [GIVEAWAY]

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Three Things You Should Never do in Retirement

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

I went 123 days without a sip of coffee 😱😱

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

Financial Ducks In A Row • Independent financial advice: IRA, Social Security, income tax, and all things financial

What Wealth Means (To Me)

home
›
Fresh Design Blog | UK Homes and Interiors Blog
›
Economy