Jim Blankenship Blog | Talkmarkets | Page 1
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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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.
IRA Trick – Eliminate Estimated Tax Payments
Retirees: don’t you get tired of making those estimated tax payments? What if there was a way to send this money off one time, and then you wouldn’t have to remember it every few months? There is...
4 Ways You Can Make IRA Contributions – Without A Job
If you know the rules, you must know that one of the main requirements for making contributions to an IRA is that you must have earned income. For most folks, that means you have a job… but it doesn’t have to.
Are You Leaving Social Security Benefits On The Table?
It happens more often than you think. Without a good understanding of the rules, you might make a move that results in leaving Social Security benefits on the table.
401k Loans Double-Taxed? Not So Fast
It has long been an urban myth that when you take out a loan from your 401k that you’re being double-taxed on the amount of your loan… but this isn’t so.
Why Is Index Investing A “No Brainer”?
I generally recommend working with index investments when we have them available. In this article I will do my best to help you understand some of the reasons why I recommend index investing.
When It Makes Sense To Take Social Security Early
I’ve often covered how beneficial it can be to delay receiving Social Security benefits as long as you can. But there are times when it may make more sense to begin receiving your benefit earlier…
Medicaid And Retirement Accounts
Statistics tell us that approximately 25% of us will need some sort of extended long-term nursing care during our lives – and as our life spans increase with improvements in medical care, this number is likely to increase.
Splitting Inherited IRAs
In the case of an inherited IRA, splitting it often is desirable in order to better accommodate a distribution plan after the primary owner dies.
Why We Include Real Estate In Investment Portfolios
REITs are like a mutual fund of real estate holdings, primarily commercial real estate holdings.
Problems And (Proposed) Solutions For 401k Plan
The 401k plan has been under a great deal of scrutiny lately, with quite a few proposals being offered to “fix” the system.
The Equity-Indexed Annuity
If you’re anywhere near retirement age, or if you’re in retirement, chances are you’ve had an Equity-Indexed Annuity (EIA) pitched to you.
Roth IRA Conversion Strategy – Fill Out The Bracket
One strategy to consider as you think about making Roth IRA conversions is the idea of “fill out the bracket”.
2018 Form 1040: Say Hello To My Little Friend
The long-awaited 2018 Form 1040 has been finalized by the IRS. Here is what's different...
IRAs And Blended Families
In today’s society, the historically “traditional” family is becoming less and less commonplace apparently as many as 50% of all children under age 13 are currently living with one biological parent.
What Can You Do To Save If You Have No 401k?
Turns out there are several things you can do to save with no 401k.
1 to 16 of 52 Posts
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