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Category Archives: Asked & Answered

How Will The New Tax Laws Affect You?

Asked & AnsweredBy Friedenthal FinancialDecember 29, 2017

Folks, We’re not accountants or tax specialists. However, we have been getting tons of questions about the new federal tax legislation (Tax Cuts and Jobs Act) which takes effect on Jan 1, 2018. So, with all appropriate caveats and qualifications, here are only some of the highlights that we get asked about the most, in…

Asked & Answered: Pension Termination

Asked & AnsweredBy Friedenthal FinancialNovember 19, 2014

11/18/2014   Brian from Bethesda, MD:   My company Pension is being terminated and I need to make a decision about how to receive my benefit.  Should I choose to take the lump sum or the annuity?   Friedenthal Financial:   Brian,   That’s a great question, and one that we hear frequently.  You may…

Asked & Answered: Debt Ceiling Crisis

Asked & AnsweredBy Friedenthal FinancialOctober 9, 2013

10/9/2013   Michelle from Minneapolis:   What is the Debt Ceiling and what is the big deal about reaching it?   Friedenthal Financial:   Michelle,   Certainly a popular question these days!  The debt ceiling is simply the maximum amount that the US can borrow at one time (currently $16.7 Trillion).  In each fiscal year,…

Asked & Answered: Zero Inflation?

Asked & AnsweredBy Friedenthal FinancialSeptember 18, 2013

9/18/2013   Douglas from Detroit, MI:   Why does the Federal Reserve target 2% inflation?  Why not target zero inflation?   Friedenthal Financial:   Douglas,   That’s a great question, without a purely objective and scientific answer.  However, the most elegant explanation of which we are aware is as follows.   Historical evidence suggests that…

Asked & Answered: Fiscal Cliff

Asked & AnsweredBy Friedenthal FinancialNovember 20, 2012

November 20, 2012 Nelson from Newton, MA: What exactly is the so called “Fiscal Cliff” and what are the impacts if we go over it?   Friedenthal Financial:   The Fiscal Cliff is really a combination of tax increases and budget cuts all set to become effective simultaneously on Jan 1, 2013, if no other…

Asked & Answered: American Airlines B-Fund

Asked & AnsweredBy Friedenthal FinancialSeptember 25, 2012

Thomas from Ticonderoga, NY:   I am a 54 year old pilot still flying for American Airlines.  One consequence of our bankruptcy is that our B-Fund (Defined Contribution Pension) is being frozen as of November 1.  Subsequently we will have three options, as the plan will no longer be maintained.  1) Take a lump sum…

Asked & Answered: Tax Impacts of ObamaCare

Asked & AnsweredBy Friedenthal FinancialJuly 12, 2012

July 12, 2012   Marjorie from Manalapan, NJ:   How will my taxes be affected by the Affordable Care Act (“Obamacare”)?   Friedenthal Financial:   Great question…..and we’ll preface by saying that this bill was far too long for us to read verbatim!  That said, here are a few highlights that we’ve gleaned from our…

Asked & Answered: ETFs vs Mutual Funds

Asked & AnsweredBy Friedenthal FinancialJune 7, 2012

June 7, 2012 Stacy from Sedona, AZ:   What is the difference between an ETF and a Mutual Fund?   Friedenthal Financial:   There are a number of similarities, as well as some pronounced differences.  We’ll highlight both below, as well as differences to ETNs (Exchange Traded Notes).   The primary similarity, which makes all…

Asked & Answered: Handling an Inherited IRA

Asked & AnsweredBy Friedenthal FinancialMarch 29, 2012

March, 29 2012   Bradley from Biloxi, MS:   I recently inherited an IRA, but I’m under 70 ½.  Do I still need to take distributions?   Friedenthal Financial:   It’s a good question that contains some potential tax consequences.  We remind you that we are not accountants and don’t provide tax advice.  It is…

Asked & Answered: Should I roll my 401k into an IRA?

Asked & AnsweredBy Friedenthal FinancialMarch 1, 2012

March 1, 2012   Wesley from Williamsburg, VA:   I’m 61 years old, but still planning on working another 5 years.  Should I roll my current 401k into an IRA or leave it where it is?   Friedenthal Financial:   It’s a very good question.  As usual, the answer depends on a few factors, which…

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