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Podcasts


Reducing Your Tax Bill Through Tax Loss Harvesting

Are you interested in reducing your tax bill this year? If so, then tune in to this week's episode of On the Continuum where JT Cox and David Rath discuss tax loss harvesting, and how you can use that strategy to reduce your tax bill. We will discuss the steps you can take now before the end of the year to save money in taxes. So if saving money on taxes is important, then I encourage you to tune in!

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How a Cash Balance Pension Plan Grows

Ever wonder how your Cash Balance Pension Plan grows? If so, then tune in to this week's episode of On The Continuum where JT Cox explains how a Cash Balance Pension Plan grows. We use the National Grid pension plan as an example but this information will apply to most plans. So if you have access to a Cash Balance Pension Plan then I encourage you to tune it!

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The Benefits of A Health Savings Account

Did you know there is an investment vehicle with triple tax advantages? Tune in to hear how a Health Savings Account offers: -Tax-deductible contributions -Tax-free growth -Tax-free distributions

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Answering 5 Questions about Medicare Enrollment

Do you have questions about Medicare enrollment? If so, tune in to this week's episode of On the Continuum where JT Cox will answer 5 questions about Medicare enrollment including: -Will you be automatically enrolled? -When can you enroll? -Do you have to enroll? -Is there a penalty if you do not enroll? -What is the penalty?

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How Your Social Security is Taxed

Ever wonder how your Social Security benefit will be taxed? If so, tune in to this week's On the Continuum where JT Cox discusses how social security benefits are taxed. He will discuss how your filing status and income level will determine your tax rate. So if you are curious about Social Security and potential tax implications be sure to tune in!

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