Planning | Michael Gray, CPA's Blog

What estate planning steps should be done for retirement accounts?

Posted May 2nd, 2011 by admin

This week’s interview on Financial Insider Weekly is with Raymond Sheffield, attorney at law with the Sheffield Law Office. Our interview subject is, “Estate Planning For Retirment Accounts”.

Tags: account, estate, ira, plan, planning, retirement, roth

Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning, Roths and IRAs

How should you manage your investments during retirement?

Posted January 31st, 2011 by admin

This week’s interview on Financial Insider Weekly is with Craig Martin, CFP(R) of The Family Wealth Consulting Group. Our interview subject is, “How to manage your investments during retirment.”

Tags: financial, investments, planning, retirement

Filed under:Financial Insider Weekly, Personal Financial Planning

How to pay for a college education

Posted January 10th, 2011 by admin

This week’s interview on Financial Insider Weekly is with David Beck, CFP(R). Our interview subject is, “How to pay for a college education.”

Tags: aid, college, education, financial, grants, incentives, planning, Tax matters

Filed under:Financial Insider Weekly, Individual income tax, Personal Financial Planning

How to manage the cost of a college education

Posted January 3rd, 2011 by admin

This week’s interview on Financial Insider Weekly is with David Beck, CFP(R). Our interview subject is, “Managing the cost of a college education.”

Tags: aid, college, education, financial, grants, planning

Filed under:Financial Insider Weekly, Individual income tax, Personal Financial Planning

How can a professional fiduciary help your family?

Posted October 18th, 2010 by admin

This week’s interview on Financial Insider Weekly is with Richard Lambie, a professional fiduciary. We discuss the role of the professional fiduciary in administering estates, trusts and conservatorships.

Tags: conservatorship, estate, fiduciary, planning, professional, trust

Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

When IRAs and Roths Must Pay Income Taxes

Posted September 23rd, 2010 by admin

Lamaar Baxter of Entrust and Michael Gray, CPA will discuss When Self-Directed IRAs and Roths Must Pay Income Taxes at “meetings before the meetings” for the San Jose Real Estate Investors Association on 10/6 & 10/7.

Tags: business, ira, planning, roth, Tax matters, UBIT, UBTI, unrelated

Filed under:Personal Financial Planning, Real Estate, Roths and IRAs

The Role of the Fee-Only Financial Planner

Posted September 20th, 2010 by admin

This week’s interview on Financial Insider Weekly is with Craig Martin, CFP about Investing In Turbulent Times.

Tags: fee, financial, investment, only, planning

Filed under:Financial Insider Weekly, Personal Financial Planning

The role of life insurance in your estate and financial planning

Posted July 26th, 2010 by admin

This week’s interview on Financial Insider Weekly is with Peggy Martin, ChFC and CLU of The Family Wealth Consulting Group about the role of life insurance in estate and financial planning

Tags: estate, financial, insurance, insurnace, life, planning

Filed under:Estate Planning, Financial Insider Weekly, Personal Financial Planning

Should you take long-term capital gains in 2010?

Posted July 7th, 2010 by admin

For many taxpayers, 2010 might be their last chance to pay a “bargain” 15% federal tax rate for long-term capital gains. Individuals who have appreciated assets should consider selling them this year and paying the tax for 2010.

Tags: 2010, capital, gain, planning, Tax matters

Filed under:Individual income tax, Personal Financial Planning

Estate planning for a second marriage

Posted June 21st, 2010 by admin

This week’s interview on Financial Insider Weekly is with attorney Michael Desmarais. We talk about estate planning for the second marriage.

Tags: estate, marriage, planning, second

Filed under:Estate Planning, Financial Insider Weekly