by Steven J Weil, PhD, EA, LCAM | Aug 20, 2024 | Investments
Heads up, you know darned well that you have to do something with your money. Something besides enjoying your weekends and getting your hands on the latest electronic gadget. That something, as you have probably already figured out is about getting up close and... by Steven J Weil, PhD, EA, LCAM | Aug 20, 2024 | Investments
The question of the day is all about using online investment services. In other words; Should You or Shouldn’t You? Naturally, as you might well expect with this sort of question, there is no one size fits all answer here. You see, for some people, using an online... by Steven J Weil, PhD, EA, LCAM | Oct 17, 2023 | Blog, Investments
Have You Been Ghosted By Some of Your Retirement Funds? Losing track of retirement funds is a common problem in today’s world of corporate consolidations and job switching by employees. As of May 2023, there were approximately 29.2 million forgotten 401k accounts in... by Steven J Weil, PhD, EA, LCAM | Aug 17, 2023 | Blog, Investments, Personal Tax
Anyone born in 1929 or later needs 10 years of work (40 credits) to be eligible for retirement benefits. The maximum credits that can be earned per year is 4. Credits are earned based on wages as an employee or self-employment income. The amount of earning required... by Steven J Weil, PhD, EA, LCAM | Mar 16, 2023 | Blog, Business Tax, Investments
A SIMPLE is an Affordable Retirement Plan For Small Businesses A SIMPLE (Savings Incentive Match Plan for Employees) is a retirement plan that small business owners can offer to their employees. Here are the basic features of a SIMPLE: Eligibility:... by Steven J Weil, PhD, EA, LCAM | Aug 24, 2022 | Blog, Investments, Personal Tax
Today, August 24th 2022, President Biden announced a program to forgive student debt for qualifying taxpayers. According to the announcement, those with qualifying student loans could receive between $10,000 and $20,000 in forgiveness. Pell Grant recipients can... 