2013 Year-End Tax Planning Considerations

  Money ConceptsLinda  Wells 101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 770-461-2954 lwells@moneyconcepts.com moneyconcepts.com/lwells November 2013 2013 Year-End Tax Planning Considerations Buckets of Money: A Retirement Income Strategy Paying for Long-Term Care Insurance with Tax-Free Funds Is it true that my child can receive Social Security benefits based on my earnings record? Do I […]

Spouse as Beneficiary on IRA/Retirement Plans

  Money Concepts Linda Wells 101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 lwells@moneyconcepts.com moneyconcepts.com/lwells     September 26, 2013 Spouse as Beneficiary of Traditional IRA or Retirement Plan What is it?Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The […]

Error on My Credit Report

Money Concepts Linda  Wells 101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 lwells@moneyconcepts.com moneyconcepts.com/lwells I recently came across an error on my credit report. Is there any way I can fix it? Good credit is an important part of your overall financial well-being. It can impact everything from the interest rates you’ll pay to being […]

Estate Planning and Income Tax Basis

    Money Concepts Linda  Wells 101 Devant St. #603 Fayetteville, GA 30214 678-817-0210 lwells@moneyconcepts.com moneyconcepts.com/lwells   October 2013 Estate Planning and Income Tax Basis Income tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the income tax basis of the person receiving […]