Wealth Multiplied

09/22/2025

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10/18/2021

Annuities: questions about taxes and other options

Explaining a number of tax questions about annuities

10/15/2021

We've now begun the fourth quarter of 2021 and for those 70 1/2 or older, you should be strongly considering using the second best provision in our tax code: The QCD. Your decisions will need to be made before the end of the year

To eliminate or reduce the impact of RMD income, charitably inclined investors may want to consider making a Qualified Charitable Distribution (QCD).

10/15/2021

Social Security Question of the Week: Can a widow who is looking to coordinate her SS benefits get an estimate of her survivor benefit over the phone? Will I have to schedule an in-person meeting with SS in order to apply for the survivor benefit?

Questions and Answers about Social Security

10/08/2021

Know someone with breast cancer? Consider sharing this with them, what a cool gift...https://castingforrecovery.org/
https://castingforrecovery.org/about-casting-for-recovery/

10/06/2021

Only 64% of Americans were actually able to explain what “Best If Used By” labels on food meant, and only 44.8% were able to describe the “Use By” label. Fooddive, May 10, 2021

Explaining the terms in words and pictures did help build understanding, according to the report in The Journal of Nutrition Education and Behavior, but more may be needed to make the labels useful.

10/04/2021

There are: solutions available to deal with inflation and the Stealth Tax; strategies to consider when it comes to future changes with Social Security; opportunities to be had to confront low interest rates.

There are: solutions available to deal with inflation and the Stealth Tax; strategies to consider when it comes to future changes with Social Security; opportunities to be had to confront low interest rates.

10/01/2021

October is Breast Cancer Awareness Month. Share this link with someone who might find it helpful.

SHARE educates and empowers women and families affected by breast or ovarian cancer through online and in-person groups, a helpline, educational programs, and more. It specializes in supporting medically underserved communites.

09/30/2021

Talking Point of the Week: More than 4 in 10 workers say they’re considering leaving their jobs and a record 4 million people quit their jobs in April. Axios Markets, June 16, 2021

Reducing work to wages and output ignores workers’ full experiences.

09/29/2021

ONLY 39 PERCENT OF AMERICANS PAID FEDERAL TAXES IN 2020. I bet you that the number will be even lower for 2021.

Think about it. If less and less people are paying taxes to take care of more and more people, won't the amount of money those fewer taxpayers pay continue to increase in the future?

09/28/2021

Social Security Question of the Week: If I start Social Security in December 2021, then I will get my first payment at the end of January. Will this payment be considered 2021 taxable income, or will it be 2022 taxable income?
Answer:

Questions and Answers about Social Security

09/22/2021

Talking Point of the Week: From 1789 to 2019, approximately 11,770 measures have been proposed to amend the constitution. Congress sent 33 of the proposed Amendments to the States for ratification. Of those, 27 have been ratified: 11 in the 1700s, 4 in the 1800s, and 12 in the 1900s. Medium, January 28, 2021

Forget the politicians, how do Americans want to change in the Constitution.