Don’t Let Your Inherited IRA Be a Tax Disaster

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With so many people having IRAs as part of their retirement, what happens when they pass away? What are some of the pitfalls? There was a recent court case involving an inherited IRA. What happened? What lessons can we learn? Watch Szarka Financial’s…

Retirement Planning – What big lessons did we learn from 2016

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What are some retirement risks that people often underestimate, or forget about? What action steps can people take to deal with this risk? What else should people be on the lookout for? Any other underestimated retirement risks? What can be…

Retirement Planning – What big lessons did we learn from 2016

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What big lessons did we learn from 2016 regarding retirement planning? How should people go about putting together their retirement/investment programs? What throws people off course when executing their investment program? Why do so many people…

Tax Savvy Investing: How to Keep More of Your Investment Income

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How can taxes take a bite out of your investment income? What should investors do to minimize taxes? Do all investments get taxed? Is there a way to generate tax-free income? How has the change in administration affected the markets and investments?…

Even with the election over, could we still see a big drop with the markets?

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What were the predictions regarding how the markets would react to the two different candidates? A lot of people were panicking a bit before the elections and thinking they might need to sell and sit it out for a while. Was that a good idea?…

New IRS Rule Could Provide Relief on IRA Rollovers

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What is the new IRS Rule regarding IRA Rollovers? What happens if you miss the 60-day window? What are some of the acceptable reasons that you can ask for a waiver? Is there is a better method to make a rollover? Watch Szarka Financial’s Senior…

Year End Donations

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Looking to donate some of your unwanted items? Be sure to donate to a qualified organization to be able to claim on your taxes. Watch Szarka Financial’s Senior Financial Advisor Alex Menassa, MT, CPA discuss this more with Fox 8 News.

How to Keep Your Investment Assets out of Probate

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What exactly is Probate? What types of things have to go through Probate and why? Are there ways to avoid it completely? What are the biggest mistakes you see people making when it comes to Probate? Watch Szarka Financial’s Senior Financial…

3 Things to do the Moment you Decide to Retire

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What are some things people should do as soon as they decide to retire? Where should they start when it comes to making a budget? What are some tips for people regarding their investment assets? Watch Szarka Financial’s Senior Financial Advisor…

A Possible Windfall for Divorced Spouses from Social Security

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What are some retirement planning issues that divorced spouses have to face? Is there help available if a spouse spent significant time out of the work force? What are the requirements for a divorced spouse to collect on their ex-spouse’s…