Capital Gains Tax: In this episode of Ask The Hammer, Jeffrey Levine discusses managing capital gains taxes.

How Best to Work with a Tax Preparer
How Best to Work with a Tax Preparer: In this finStream video, Jean-Luc Bourdon answers the question: What is the best way to work with a tax preparer?

Can I contribute to my Roth 401k regardless of my income?
Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that’s not the case with a Roth IRA?

What expenses can I use my HSA for?
What expenses can I use my HSA for? In this episode of Ask The Hammer, Jeffrey Levine, aka the Hammer, discusses which expenses you can use your HSA (healthcare spending account) for.

Should I convert IRA assets into a Roth IRA?
Should I convert IRA assets into a Roth IRA? Dana Anspach answers the Common Retirement Question: Converting IRA Assets into a Roth IRA.

Social Security Survivors Benefits
What do widows need to know about claiming survivors benefits? Kurt Czarnowski a renowned social security expert, explains.

How to Find a Financial Adviser Who’s Right for You
Pam Krueger of Wealthramp.com describes when you might need an adviser and how to find one who’s right for you.

Rolling a 401k into an IRA
Dana Anspach answers a common retirement question and discusses the pros and cons of rolling a 401k into an IRA.

Avoiding Pitfalls When Planning for IRMAA
Robert Klein, CPA from the Retirement Income Center discusses some pitfalls to avoid when planning for Medicare’s income related adjustments.

College Guide to Opening a Roth IRA
Nineteen year old Mer Brown shares her experience opening a Roth IRA.

