Posts by Barry Glassman, CFP®
Post Archive
Step Up Your Zoom / Studio Setup
I started producing videos to educate people on money matters, taxes, and what’s going on in the economy—complex topics paired down to digestible nuggets. And after uploading them to social media, I kept receiving the same questions: What’s your Zoom setup? How are you doing that? Where’s your microphone? What’s your lighting setup? After answering…
Read MoreImplications of State Taxes in Relocations
With an increase in remote work, business owners and their employees are taking the opportunity to relocate across state lines. But whether for work or retirement, what are the possible tax implications of a move, particularly from a high-tax state to a low-tax state? With more high-tax states auditing these moves to recover lost tax…
Read MoreHappy New Year 2021!
Can you imagine getting back to normal post-Covid life? As we finish our first full week of 2021, there’s renewed hope that over the coming months we will find ourselves re-emerging from our Covid nightmare. We will never go back to our exact lives, but if these vaccines actually work, the reemergence seems within sight.…
Read MoreWhat Do the New IRS Life Expectancy Tables Mean to You?
This article was originally published on Forbes on January 5, 2021. New Changes for IRA and 401(k) Owners Likely Overhyped It’s been almost two decades since the IRS updated the life expectancy tables that govern IRA distributions. These tables calculate your annual required minimum distribution (RMD), which is the rate at which retirees over…
Read MoreCOVID Changes Everything About Inflation Expectations
This article was originally published on Forbes on December 2, 2020. The US Government has been spending and printing a lot of money to help stabilize the economy during this tumultuous 2020. As such, several of my clients are once again raising their concerns about inflation. Most of these worried clients fit into a…
Read MoreThe Biden Trade Just Became Irrelevant
This article was originally published on Forbes on November 12, 2020. When a new president gets elected, and especially when it’s a close race that results in a change of party, the first few weeks post-election often show which sectors might excel under the new administration. Deemed by many investors the “Trump Trade” four…
Read More6 Most Important Points to Consider Before Rolling your 401k to an IRA
Gone are the days that someone joins a company out of college, grows with the same employer throughout their career, and then retires off into the sunset with a nice pension. Now, people move from job to job more frequently, and more often than not, they will have to rely on their own retirement savings…
Read MoreYear-end Financial Planning Tips: Moves You Need to Make Before December 31
2019 is almost over and many investors are often asking us about year end financial planning tips they should take advantage of before the end of the year. 2019 in particular offers a big opportunity to look over your finances, do something that could lower your taxes, and put more money in your pocket before…
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