Tax day is coming up quick. Make sure to have your extension filed if you need one and figure out if you can still contribute to your retirement account for 2018.

New Focus on Wealth with Chad Burton

English - March 27, 2019 01:00 - 37 minutes - 8.77 MB - ★★★★ - 60 ratings
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Previous Episode: Retirement planning is hard enough; don’t make these mistakes in retirement.

Next Episode: Is the inverted yield curve giving you nightmares? Does your pet need an estate plan? Today Rob Black and I respond to your financial planning emails.

Taxes are due in a few short weeks and while many of you have already started this process, some of you will be filing an extension. Do note this is not an extension to pay what you owe, nor is it an extension to fund IRA’s or Roth IRA’s. These must be done by April 15th no matter what! So what do you do if you still want to fund a Roth for 2018? Are you still eligible to fund one? Other topics include:

Other things to consider during tax time Questions to ask your CPA when getting your taxes done Should you claim your college-aged kids? College savings mistakes I see people make

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.