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BFG in the News: Nick answers a reader’s question about paying for college expenses

Nicholas Scheibner, CFP®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “College bills are due soon. Which money should we use first?”, originally published on July 5, 2022. As with most financial questions, the answers will depend on your individual situation, but you can think of the three accounts as...

Financial Planning Taxes College Planning Insights

How to File an Extension on Your 2021 Tax Return

Tax returns must be submitted by April 18th this year. If you realize that you are going to need more time to compile information for your tax return or haven’t received all of the documents you need, it will be in your best interest to file a tax extension. This will extend the due date up until October 17, 2022. Continue reading to learn how to file a paper tax extension.

Financial Planning Taxes

BFG In the News: Nick answers a reader’s question about working and contributing to retirement plans

Nicholas Scheibner, CFP®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I’m 75 and working. Can I still save in an IRA or 401(k)?”, originally published on July 13, 2021. Under the SECURE Act, you can now continue to make contributions to a 401(k) or IRA if you have earned income, with no age limitations.

Investing Taxes Retirement Planning Social Security Baron Team Insights

BFG In the News: James answers a reader’s question about distributions from an inherited IRA

James Suazo, ChFC®, is quoted on this topic, answering a reader’s question on NJMoneyHelp.com by Karin Price Mueller, “I have an inherited IRA. How soon do I have to take distributions?”, originally published on November 30, 2021. If your inherited IRA falls under the 10-year rule, the IRS has clarified the rule in their publication 590-B...

Financial Planning Taxes Retirement Planning Baron Team Insights
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BFG In the News: Nick answers readers’ questions - 3 things to consider when converting money to a Roth IRA

Nicholas Scheibner is quoted on this topic in an article in NJMoneyHelp.com by Karin Price Mueller, originally published on September 15, 2020. A 60-second read by Nicholas Scheibner, CFP®: If you want to transfer your 401(k) to a Roth IRA, here are three things to consider, other than the tax rates, before making a Roth conversion:

Investing Taxes Retirement Planning Baron Team Insights Insurance
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2021 Financial Checklist

April is Financial Literacy Month and the perfect time to share our financial checklist again. We created our checklist in January of 2020, as we began a new decade, to help people take a fresh look at their financials. As Financial Advisors, we are dedicated to educating our clients and our community about the importance of their financial health. We hope you find this checklist helpful! You can download the checklist here:

Investing Financial Planning Taxes Social Security Insurance