Financial Services

Through intensive study, Jim has become an expert in working with IRAs and other retirement plans.  In addition, Jim has taken the extra steps to become an Enrolled Agent, which means that he is enrolled to practice before the IRS.  Adding to these specialties, Jim is an expert in ... more

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The SECURE Act And Student Loans
The recent passing of the SECURE Act brought about some changes that have impacted savers and retirees alike but those with student loans should take particular note.
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SECURE Act RMD Rules
Now that the SECURE Act (Setting Every Community Up for Retirement Enhancement) has been signed into law, there are several things that you need to know.
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11 Ways You Can Fund Your Roth IRA
Contributions from compensation income. These are your regular annual contributions to the Roth IRA account.
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Are Social Security Benefits Changing In 2021?
In 1983, Congress made changes to the way Social Security works, in order to increase the probability of the system maintaining solvency.
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Three Reasons You May Not Want To Convert To A Roth IRA
There’s been a lot of press surrounding the concept of Roth IRA conversions, specifically in the coming 5-6 years with our historically-low income tax rate structure.
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Large IRA Planning Opportunities
According to a report from the GAO, in 2011 (most recent data) there were over 600,000 Americans with IRAs with a balance of $1 million or more. Suffice it to say, that number is bound to be much larger today, nearly 10 years later.
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Don’t Forget The Saver’s Credit On Your Tax Return
Did you realize that there is a saver’s credit available to you for your contributions to retirement plans? There are income limits, but this type of credit can be exactly what you need to get you started on your retirement savings activities.

Work Experience

Owner
Blankenship Financial Planning, Ltd.
January 2003 - Present (17 years 3 months)

Financial advisory service, providing advice on all facets of individual and small business finances. Compensated on an hourly or project basis, much like an attorney. As a result, there are no minimums in terms of net worth or salary in order to work with me. This can also assure you will have "no doubts" when working with me - you pay only for objective advice, not investment or insurance products.

Education

Eureka College
B.S.
1981 / 1985
Computer Science

Publications