MarketWatch Quotes Tom On Taking Your RMD
Investors should be aware of delaying taking their required minimum distribution Continue Reading: MarketWatch Quotes Tom On Taking Your RMD
Investors should be aware of delaying taking their required minimum distribution Continue Reading: MarketWatch Quotes Tom On Taking Your RMD
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Expect the Unexpected Expect the unexpected. When the unexpected happens, there is no do-over. There is no reset button to push. Remember, You Only Get a Mulligan in Golf. You knew that already. So why am I telling you this?… Continue Reading: 5 Easy Ways to Plan for the Certainty of Your Financial Uncertainty
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Required Minimum Distribution The Internal Revenue Service (“IRS’) requires taxpayers to begin to take their Required Minimum Distribution (“RMD”) from their IRA’s and 401(k) plans by April 1st following the year they turn 73. Failure to take this RMD will… Continue Reading: When You Should Take Your Required Minimum Distribution Early
Local Raymond James Financial Advisor Thomas F. Scanlon, CFP, CPA of Manchester, CT quoted by CNBC.com on November 25, 2022. 3 lesser-known ways to trim your 2022 tax bill or boost your refund before year-end PUBLISHED FRI, NOV 25 202212:19 PM EST BY KATE DORE FOR CNBC After nearly a year of high inflation, rising… Continue Reading: CNBC Quotes Tom About Maximizing Your Tax Bracket
This article on savings during retirement is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA Winter is coming up on the calendar, just like it does every year. The squirrels will be gathering their nuts and the Snow Birds will be heading south. In New England, some winters are harsher than… Continue Reading: Winter Is Coming
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA “Offense sells tickets. Defense wins championships.” Paul “Bear” Bryant – Former Head Football Coach University of Alabama and six-time National Champions. Defense wins championships. It appears the “Bear” knew what he was talking about with six National Championships. It’s the… Continue Reading: Why Defense First Wins Your Financial Planning Game
This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA 1) Plan For Your Retirement Sorry for having to state the obvious. You’re not going to get to retire if you don’t plan. This is the price of admission. After all, it is your retirement we are talking about here.… Continue Reading: 5 Easy Steps to Retirement
Roth Conversion makes a great wealth transfer tool Continue Reading: Scanlon Quoted in Barrons.com
Save Money & Taxes in Retirement Continue Reading: 6 Easy Retirement Distribution Steps to Save Money & Taxes
“flexibility (renting) trumps owning,” said Thomas Scanlon, a certified financial planner at Raymond James Financial Services. Continue Reading: Scanlon Quoted by MarketWatch on the Flexibility of Renting During Retirement