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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Double, Double, Toil And Trouble
Did you know that if you don’t pay close attention, you could be paying tax a second time on an inherited IRA – if the original owner’s estate paid estate tax.
Should You Take Or Postpone Your First RMD?
In the first year that you’re required to start taking Required Minimum Distributions from your IRAs and other retirement plans, you have a decision to make: Should you take the RMD during the first year, or should you delay it to the following year?
401(k) – Good For Many, But Not Necessarily The Employee
The 401(k) plan is one of the places that the average Joe Employee is not well-served – in ways you don’t realize.
5 Tactics For Required Minimum Distributions
So – you’ve reached that magic age, 72 (used to be 70½), and now you’ve got to begin taking the dreaded Required Minimum Distributions (RMDs) from your various retirement accounts.
Level Payment Pension Plan Option
When you approach retirement, if you’re fortunate enough to have worked in a job that provides a pension plan, you are faced with a decision: what type of payout should you choose?
When It Pays To Switch From Disability To Early Social Security
There’s at least one circumstance in the Social Security retirement benefits world where it seems you can have your cake and eat it too.
What Income Is Used For The Annual Earnings Test?
If you’re receiving Social Security retirement benefits and you’re under Full Retirement Age (FRA), you may be subject to the Annual Earnings Test.
Understanding The US Tax Underpayment Penalty And How To Avoid It
While filling out your tax return this year, maybe you discovered a nasty little surprise: you’re being hit with an Underpayment Penalty, an extra little whack on the nose that means the IRS would like to hear from you more often throughout the year.
What To Do When You Receive A Notice From The IRS
You’re cruising along with everyday life, dealing with this, that and the other thing… then you go to the mailbox and there it is: A Notice From The IRS.
Why Is There WEP (Windfall Elimination Provision) In Social Security?
During your career, you may have worked for a governmental agency or a foreign employer where there was no Social Security tax withheld from your earnings (Job A).
The Day I Was Asked If I Buy And Sell Gold
The only reason to buy gold is to re-sell it. It’s the valuation issue that causes the most problems for gold.
What Can A Broker Do For You?
You have choices when it comes to investing.
Babies From 1960: 2020 Is A Year You’ll Never Forget
The year 2020 is, for many obvious reasons, going to be a year none of us will forget anytime soon.
Coronavirus Stimulus Check – 2020 Income Wrinkle
The nature of the coronavirus stimulus check is that it is an advance refundable credit for your 2020 tax return (to be filed in 2021).
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.
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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