MoneyMD

IRS Red Flags | Tax Withholding

Episode 531: This week, Steve and Zach discuss eleven red flags that often trigger a closer look from the IRS. You’ll also learn how to calculate your own paycheck tax withholdings!

Tax Breaks | Big Regrets

Episode 528: Zach and Matthew explore nine common, but avoidable, regrets that are often heard by financial advisors. They also delve into the IRS’s Section 121 Exclusion, revealing details for avoiding capital gains tax on the sale of your home!

Audit Triggers | Home Buying

Episode 523: Matthew and Justin walk you through key do's and don'ts to help reduce your chances of facing an IRS audit. They also weigh in on whether you should wait for mortgage rates to go down before you buy a house. 

Market Predictions | Tax Tips

Episode 520:  John and Ryan discuss three reasons why stock market predictions are often wrong and share tips for improving your investment results. They also suggest seven New Year’s resolutions that may help to lower your 2024 tax bill.

Generational Finances | Master’s Exemption

Episode 508: Zach and Ryan explore how changing times have shaped money mindsets over the years and point out some of the common money mistakes each generation makes. They also fill you in on the latest upgrade to the ‘Master’s Exemption’.

Financial Regrets | Tax Fraud

Episode 490: Steve and Matthew warn you about seven poor financial decisions that may put a big dent in your retirement savings. They also delve into the world of tax fraud – from fudged tax returns to wholesale identity theft!

Retirement Stats | Refund Options

Episode 482: Learn how your retirement savings match up with everyone else on this week’s episode of MoneyMD.  Zach and Ryan also step through your options for spending your tax refund and help you make the smart choice!

IRA Insights | The Fed

Episode 478: Steve and Ryan help you ask the right questions as you choose between a Roth or Traditional 401(k).  You’ll also discover how the Fed’s interest rate moves may impact your finances and what the Money Doctors recommend for navigating this changing landscape.

Long-Term Care | Tax Refunds

Episode 476: Steve and Zach describe some strategies for bypassing the high premiums of LTC insurance and saving for your own care.  You’ll also hear six reasons why you may end up paying taxes this year instead of getting the refund you expected.

Social Security Taxes | SECURE Act 2.0

Episode 474: Yes, sadly Social Security is usually taxable, but the Money Doctors have some strategies that may lower that tax bill!  John and Matthew also hit the highlights of the 19-page SECURE Act follow-up bill and what it may mean for you and your retirement.