Year-End Tax Moves Retirees Should Make Before December 31
If you’re retired, do you know the answer to this question: Which tax moves need to happen before December 31st? Many retirees think of taxes as an April task, but several of the most useful planning moves close at year-end. Waiting until tax season can mean missing them for the year. In this quick video, […]
5 Tax-Smart Strategies Every Retiree Should Know
Retirees can usually name their account balances to the dollar. But can you say what your tax bill will look like at 75? Or why it may be larger than it is today? Here are 5 tax-smart strategies to know before that year arrives.
Found an Old Stock Certificate? Here Is What to Check Next
If a paper stock certificate turned up in a parent’s filing cabinet or an old safety deposit box, do you know the answer to this question: Is it worth anything, and what should you do before you find out? In this quick video, T. Ray Baker walks through what an old stock certificate actually represents, […]