Jonathan Howard June 24, 2023 Weekly Fiku: Inherited Jonathan Howard June 24, 2023 Inheriting an • An account might bring taxes. • Time to ask for help.
Jonathan Howard April 14, 2023 Weekly Fiku: Refund Jonathan Howard April 14, 2023 A tax refund is • A no interest loan to Feds. • Free money? Think twice.
Jonathan Howard February 10, 2023 Weekly FiKu: Custom Jonathan Howard February 10, 2023 A financial plan • Can be too customized if • It ignores clichés
Jonathan Howard January 21, 2023 Weekly FiKu: Harvest Jonathan Howard January 21, 2023 What makes an account • Qualified? Tax benefits • You harvest this year.
Jonathan Howard January 6, 2023 Weekly FiKu: Rothify Jonathan Howard January 6, 2023 Rothification • What is this about? • Tax free? Or tax revenue?
Jonathan Howard November 11, 2022 Weekly FiKu: Wilderness Jonathan Howard November 11, 2022 To navigate your • Tax wilderness, learn about • Your account’s tax rules
Jonathan Howard October 28, 2022 Weekly FiKu: Gift Jonathan Howard October 28, 2022 To die with no plan • In place may be leaving a • Gift to journalists
Jonathan Howard October 21, 2022 Weekly FiKu: Creep Jonathan Howard October 21, 2022 To fight bracket creep • The tax code is adjusting • To higher thresholds
Jonathan Howard October 14, 2022 Weekly FiKu: 1031 Jonathan Howard October 14, 2022 A ten thirty one • Exchange can be active or • Passive: DST
Jonathan Howard October 6, 2022 Weekly FiKu: QCD Jonathan Howard October 6, 2022 RMD problems? • Want to donate some money? • Use a QCD
Jonathan Howard September 9, 2022 Weekly FiKu: Withholding Jonathan Howard September 9, 2022 Tax planning can be • As simple as choosing the • Right tax withholding
Jonathan Howard August 19, 2022 Weekly FiKu: Step Up Jonathan Howard August 19, 2022 Step into the grave, • Then your capital gains will • Step Up in Basis
Jonathan Howard August 11, 2022 Weekly FiKu: Basis Basics Jonathan Howard August 11, 2022 Taxable account, • Is any of it tax free? • Yes, that’s your basis
Jonathan Howard July 22, 2022 Weekly Fiku: Missed Target Jonathan Howard July 22, 2022 Target date funds in • A taxable account can • Cause big tax trouble
Jonathan Howard May 27, 2022 Weekly FiKu: Qualified Jonathan Howard May 27, 2022 If you want to know • “Are dividends qualified?” • Look at holding time
Jonathan Howard March 25, 2022 Weekly FiKu: Credits vs Deductions Jonathan Howard March 25, 2022 Credits reduce tax • Deductions reduce income • Credits are worth more
Jonathan Howard February 25, 2022 Weekly Fi-Ku: Deductions Jonathan Howard February 25, 2022 Above the line tax • Deductions are worth more than • Below the line ones
Jonathan Howard February 7, 2022 Weekly Fi-Ku: The Triad of Assets Jonathan Howard February 7, 2022 Taxable, tax free • And tax deferred. All assets • Are one of these three
(877)328-4037