Michael Ruger - Greenbush Financial Group

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Roth Conversions - How To Create Tax-Free Generational Wealth

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Tuition Gift Tax Hack Every Parent Should Know

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Don't Forget About NUA Election if you have Company Stock In Your 401(k)

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The Hidden Tax Traps in Retirement Most People Miss

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Trump Has The Stock Market and Fed Cornered

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How To Protect A Roth IRA from the Medicaid Spenddown Process

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How To Avoid Social Security Income Penalty

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Can You Break an Irrevocable Trust?

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Mandatory 401K Roth Catch-up Contributions Confirmed By IRS January 2025

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Inherited IRA $20,000 State Tax Exemption for New York Beneficiaries Under Age 59 ½

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2025 Trump Tariffs: How the stock market historically reacts to tariffs

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Simple IRA Max Contributions 2025+: New limits, 60 - 63 Catch-up, 10% Additional, and Roth Deferrals

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Donor Advised Funds: How to Give More & Pay Less in Taxes

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Rules for Using A 529 Account To Repay Student Loans

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UTMA Accounts: Tax Filing and Kiddie Tax Rules

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Calculate Your Retirement Readiness In Under 60 Seconds

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New Age 60 – 63 401(k) Enhanced Catch-up Rule Starting in 2025

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Annuity Surrender Fees & Taxes Explained: Is It Worth Getting Out?

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Should You Surrender Life Insurance in Retirement?

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How to Give to Charity Tax-Free With an Inherited IRA (QCD Rules Explained)

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Tax Loss Harvesting Rules: Short-term vs long-term, 30 day wash rule, $3,000 tax deduction, and more

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Why Do Wealthy Families Set Up Foundations and How Do They Work?

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Donor Advised Funds Explained: Maximize Tax Deductions on Charitable Giving

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The SUNY Impact Foundation NYS Tax Credit Explained

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8 important things to know about ETFs

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The Trump Tax Plan for 2025: Social Security, Tips, Overtime, SALT Cap, and more…

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How to Title Your House to Avoid Probate

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Social Security Cost of Living Adjustment (COLA) Increase: 2.5% In 2025

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Why Investing in Dividend Paying Stocks Is An Outdated Strategy

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Leaving Your Job? What Should You Do With Your 401(k)?

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Mutual Funds Are Losing Ground — Here’s Why ETFs Are Winning

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How Will The Fed’s 50bps Rate Cut Impact The Economy In Coming Months?

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Should You Lease or Buy A Car: Interview with a CFP® and Owner of a Car Dealership

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Vehicle Expenses Deductions for Self-Employed Individuals

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When 401k Roth is Better For High Income Earners

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What Happens When a Minor Child Inherits a Retirement Account?

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What Happens When You Inherit an Already Inherited IRA?

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Should You Buy or Lease a Car?

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Michael Ruger - Greenbush Financial Group

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Did the Decedent Take Their RMD? If Not, You Might Have To

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Non-spouse Beneficiary Inherited IRA Rules: 10-Year Rule, RMD requirement, Exceptions, Tax Strategy

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Federal Disaster Area 401(k) & IRA Penalty-Free Distributions and Loans

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Biden's New SAVE Plan: Lower Student Loan Payments with Forgiveness

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401(k) Plans Will Be Required To Cover Part-time Employees in 2024+

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2023 RMDs Waived for Non-spouse Beneficiaries Subject To The 10-Year Rule

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FICA Tax Refunds for W2 Employees That Change Jobs or Have Multiple Employers

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Fewer 401(k) Plans Will Require A 5500 Audit Starting In 2023

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So Where's The Recession?

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Big FAFSA Calculation & Application Changes Starting in 2023

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Social Security: Suspending Payments vs. Withdraw of Benefits Election

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3 Ways To Protect Your House From Medicaid: Gift, Life Estate, Medicaid Trust

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Top 10: Little-Known Facts About 529 College Savings Accounts

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Don't Gift Your House To Your Children

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3 New 401(k) Startup Tax Credits

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Bank Failure Contagion Update: March 24th

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Why Did Silicon Valley Bank Fail? The Contagion Risk - SVB

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How To Prepare For A Recession #shorts

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529 to Roth IRA Transfers: A New Backdoor Roth Contribution Strategy Is Born

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Filing Tax Extensions: Audit Risk, Tax Due Dates, and More......

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Mandatory Roth Catch-up Contributions for High Wage Earners – Secure Act 2.0

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Roth Simple IRA Contributions Beginning in 2023 - Secure Act 2.0

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RMD Age 73 Starting in 2023 - Secure Act 2.0

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2023 Market Outlook: A New Problem Will Emerge

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Turn on Social Security at 62 and Your Minor Children Can Collect The Dependent Benefit

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Self-Employment Income In Retirement? Use a Solo(k) Plan To Build Wealth

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Grandparent Owned 529 Accounts Just Got Better

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The New PTET Tax Deduction for Business Owners

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Medicare Deduction For Self-Employed Individuals

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401(K) Cash Distributions: Taxes, Penalties, & Tax Strategies

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$7,500 EV Tax Credit: Use It or Lose It

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401K Loans: Pros & Cons

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Avoid Taking Auto Loans For More Than 5 Years – The Negative Equity Wave

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I Bonds: Government Savings Bonds That Are Paying A 9.62% Interest Rate

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Michael Ruger - Greenbush Financial Group

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This Market Rally Could Be A Bear Trap!!! Here's Why.......

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Medicare Is Projected To Be Insolvent In 2028 #medicare #retirement #medicarecoverage

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The Social Security Income Penalty Will Be Refunded To You At Full Retirement Age

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Removing Excess Contributions From A Roth IRA #rothira #greenbushfinancial

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How Much Should You Have In An Emergency Fund? #emergencyfund #financialplanning #greenushfinancial

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What Causes Bonds To Lose Value In Certain Market Environments? #investing

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Focus On The Factors That Are Driving Inflation, NOT The Inflation Rate (CPI) #inflation #investing

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Can You Contribute To An IRA and 401(k) In The Same Year?

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Kiddie Tax & Other Pitfalls When You Gift Assets To Your Kids #taxplanning #financialplanning

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Selecting The Best Pension Payout Option #pension #retirementplanning

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Russia & Ukraine: Where Does The Stock Market Go From Here?

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Buying A Second House In Retirement

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Should You Pay Down Debt or Invest Excess Cash?

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Can You Open A Roth For Your Child or Grandchild?

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How To Avoid Paying Tax on Capital Gains

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Will The January Market Selloff Continue?

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2022 Market Outlook

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Why Are Long-Term Care Insurance Premiums Skyrocketing?

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How Much Does Your Car Insurance Increase When You Add A Teenager To Your Policy?

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Pre-tax vs. Roth 401(k) Contributions

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Cash Balance Plans: $100K to $300K in Pre-tax Contributions Each Year

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Do You Have To Pay Tax On Your Social Security Benefits?

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College Savings Account Options

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Beware of Annuities

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Roth Conversions In Retirement

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Paying Tax On Inheritance