Tag: Taxes

Vacation season is upon us. We received a question last week regarding saving for a vacation, and it is one worth discussing. Can you use your Roth IRA for vacation expenses? The Roth option can be very confusing. The Roth concept, named after Senator Richard Roth, allows you to pay taxes on your retirement savings

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Here is this week’s radio show, hosted by Joe Clark, CFP. Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates

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Here is this week’s radio show, hosted by Joe Clark, CFP. Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates

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Welcome to this week’s Consider This with Big Joe Clark radio show, hosted by Joe Clark, CFP. This episode originally aired on December 8, 2018. To find our podcast, check out Consider This Program. In this episode you will find information about: Mutual Funds, Tax Planning & End of Year Planning Questions or comments about

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Welcome to this week’s Consider This with Big Joe Clark radio show, hosted by Joe Clark, CFP. This episode originally aired on December 1, 2018. To find our podcast, check out Consider This Program. In this episode you will find information about: Volatile Markets, Investing Inheritances, & Tax Rates Questions or comments about this episode,

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Welcome to this week’s Consider This with Big Joe Clark radio show, hosted by Joe Clark, CFP. This episode originally aired on August 25, 2018. To find our podcast, check out Consider This Program. In this episode you will find information about: Blended Families, Taxes, Annuities, Minimizing Tax Payment, and Becoming a Saver Questions or

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Welcome to this week’s Consider This with Big Joe Clark radio show, hosted by Joe Clark, CFP. This episode originally aired on May 26, 2018. To find our podcast, check out Consider This Program. In this episode you will find information about: Value of the Dollar, Tax Planning, and Trusts Questions or comments about this

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