VALUE-BASED FINANCIAL EDUCATION

This section is updated periodically. It is divided into resources in:

  • Retirement

  • Investment

  • Buying, Renting and Financing

  • Banking

  • Charity & Zakat

  • Life Events

  • Estate Planning

  • Insurance

  • Education

  • Taxes

RETIREMENT

Retirement issues

How much do I need for retirement

What-Issues-Should-I-Consider-Before-I-Retire-2020

As-A-Retiree-What-Issues-Should-I-Consider-When-Reviewing-My-2019-Tax-Return

Important considerations before retirement video

IRA

Can-I-Make-A-Deductible-IRA-Contribution-2020

Will-A-Distribution-From-My-Traditional-IRA-Be-Penalty-Free-2020

Can-I-Avoid-Taking-My-RMD-After-Turning-Age-70.5-2020

Can-I-Delay-The-RMD-From-The-Traditional-IRA-I-Inherited-2019

Can-I-Do-a-Qualified-Charitable-Distribution-From-My-IRA-2020

Roth IRA

Should-I-Contribute-To-My-Roth-IRA-Vs-My-Traditional-IRA-2020

Can-I-Contribute-To-My-Roth-IRA-2020

Will-A-Distribution-From-My-Roth-IRA-Be-Tax-and-Penalty-Free-2020

Will-My-Roth-IRA-Conversion-Be-Penalty-Free-2020

Can-I-Make-a-Backdoor-Roth-IRA-Contribution-2020

Can-I-Make-A-Mega-Backdoor-Roth-IRA-Contribution-2020

401(k)-Business

Should-I-Set-Up-A-Traditional-401k-For-My-Business-2020

Should-I-Rollover-My-Dormant-401k-2020

Will-The-Deductibility-Of-My-Retirement-Plan-Contributions-Be-Impacted-By-The-QBI-Rules-2020

Can-I-Do-A-Net-Unrealized-Appreciation-NUA-Distribution-2020

Social Security

Will-My-Social-Security-Benefit-Be-Reduced-2020

Will-I-Avoid-Social-Security’s-Government-Pension-Offset-2020

Will-I-Avoid-The-Social-Security-Windfall-Elimination-Provision-2020

Am-I-Eligible-for-Social-Security-Benefits-as-a-Spouse-2020

Am-I-Eligible-for-Social-Security-Benefits-as-a-Surviving-Spouse-2020

Am-I-Eligible-for-Social-Security-Benefits-as-a-Divorced-Individual-2020

Do-I-Qualify-For-Social-Security-Disability-Benefits-2020

Medicare

Will-I-Have-To-Change-Healthcare-Coverage-As-I-Transition-Into-Retirement-2020

If-I-Retire-Early-Should-I-Buy-Health-Insurance-Through-The-Health-Insurance-Marketplace-2020

Am-I-Eligible-For-Medicare-Part-A-and-Part-B-2020

Will-I-Be-Enrolled-Automatically-In-Medicare-2020

Will-I-Avoid-Medicare-Enrollment-Penalties-2020

Will-I-Avoid-IRMAA-Surcharges-On-Medicare-Part-B-amp-Part-D-2020

CHARITY & ZAKAT

Coming Soon