AMJ Financial Blog

Tag Archive: Taxes

How are Social Security benefits calculated?

One of the most important decisions you’ll make about your retirement is when and how to take your Social Security benefits, but it’s crucial that you understand potential tax implications prior to doing so. For many retirees that will have additional sources of income in retirement, Social Security benefits can push you into a higher… Read More

The Power of NUA in Numbers

You may have heard of the Net Unrealized Appreciation tax break, but it’s important to fully understand the impact it can have on your taxes. If you own company stock in your employer-sponsored retirement plan and you’re looking to roll it over to an IRA, this tax break can create significant savings. However, rather than… Read More

Market Commentary – January 17, 2017

Around the world in a few paragraphs… The post-election adrenaline rush may be over in the United States. Barron’s reported: “The new year began with high hopes, with the bulls expecting the rally that began with Donald J. Trump’s election victory to continue into 2017, while the bears salivated at the opportunity presented by a… Read More

How To Financially Prepare for Entrepreneurship

Everyone wants to be their own boss, make the rules, stop living under the proverbial “man,” but it can be a scary plunge to take.  Owning your own business requires financial responsibility and risk that many people aren’t willing to take on, but if you are up for the challenge and are going to chase… Read More