Savings & Retirement
● Although Florida is not a community property state, as this article explains, in general, surviving spouses are entitled to half of the marital community property. Numerous complexities can apply, so often a qualified probate attorney is recommended.
In cases of dispute, forensic CPA Dr. Ray Kulzick can work with the probate attorney to perform tracing of properties and/or temporary management and oversight of business enterprises on behalf of the estate. (8.09.2016)
Handle your money and finances the right way for an easier life. 8 major recommendations for a lifetime of smart money management. (1.13.2016)
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Financial Pitfalls of Growing Older and How to Deal With Them --
Major financial problems for those 55 and older and some suggestions for ways to deal with them. (3.07.2016)
 ● Don't Make These Mistakes When Reporting 529 Plan WithdrawalsIf you have withdrawn funds from a 529 (college savings plan) to pay for educational expenses, here are some traps to avoid when reporting them on your 1040 return. (2.04.2016) |
● 7 Calculations to Consider to Retire Comfortably
How to determine how much you will actually need to retire comfortably. Annual savings toward that goal, starting early, are you best bet - but if you own a business, that may be difficult. An alternate is to build the value of your business so you can sell it pre-retirement. This is riskier, than saving, but may be the only path as your business takes your savings to build. (4.14.2016)
● Tax Moves to Consider Early in Your Career
Some good advice on tax-smart ideas for saving and investing early in your career. (4.29.2016)