Jim Blankenship | TalkMarkets | Page 5
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 working with ...more

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The Only Thing Permanent Is Uncertainty
For the last few months, we’ve experienced some uncertain and unnerving events across the US and the globe.
The Earliest Age You Can Withdraw Retirement Money Without Penalty
You should be able to withdraw money from your account after age 59½ without penalty (unless it’s in a 401(k), you’re still employed, and your plan restricts in-plan distributions).
Where To Establish Your IRA Account
Establishing and contributing to an IRA (Traditional or Roth) is pretty simple and straightforward. There are many institutions where you can establish your IRA accounts.
History Of The Individual Retirement Arrangement
In 1974, Congress passed the Employee Retirement Income Security Act that, among many other provisions, provided for the implementation of the Individual Retirement Arrangement.
Public Safety Employee Retirement Plan Withdrawal At Age 50
For a public safety employee, retirement plan withdrawal can begin without penalty as early as age 50, rather than age 55 or 59½.
5 Questions To Ask Your Advisor
If you’re contemplating hiring a financial planner or advisor or if you’re currently working with one, here are some fair and important questions you may consider asking him or her.
Traditional IRA Vs. Roth IRA – Compare & Contrast
What is very different about the two is that your contributions to a Roth are always available for withdrawal at any time for any reason – tax free. The growth in the Roth would be taxed and subject to penalty if withdrawn for an ineligible reason.
Save Money With An Energy Audit
When we hear the word audit it’s often associated with a negative connotation. However, an audit does not necessarily have to be a bad thing – especially when it can save you some money.
Index Mutual Fund Or ETF?
Over the last few years, exchange-traded funds (ETFs) have greatly increased in popularity. As of 2016, there was approximately $2.9 trillion held in ETFs globally.
The Sharing Economy And Taxes
Sharing economy activity is generally taxable. It does not matter whether it is only part time or a sideline business, if payments are in cash or if an information return like a Form 1099 or Form W2 is issued. The activity is taxable.
Adjusting Withholding Saved 44% Of The Tax Bill
Adjusting withholding can sometimes produce a surprise. While preparing a client’s tax return the other day, the result was that he had nearly a $5,000 refund coming.
Tax Refund Myths Debunked
As millions of people begin filing their tax returns, the Internal Revenue Service reminds taxpayers about some basic tips to keep in mind about refunds.
5 Options For Your Old 401k
When you move from one job to another, often there is an old 401k plan at the former employer. You have several choices for what you can do with the old 401k plan, and some options are better than others.
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