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Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...

Year end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...

Tax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...

Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....

Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...

Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...

Join Bridget and John as they dive into the intriguing topic of "Rich Tax vs. Poor Tax" in this informative episode. Discover how the tax...

In this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...

Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...

In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...

In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...

In this video, Bridget and John discuss the ins and outs of making estimated tax payments to the IRS and provide valuable tips on how to...

In this episode of Friends Talk Financial Planning, John and Bridget reveal the secrets to the backdoor Roth IRA strategy. If you think...

In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...

In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...

In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...

Bridget Sullivan Mermel and John Scherer discuss the 59 and a half year age rule for retirement account withdrawals. They highlight...

John and Bridget discuss the new rules introduced by the IRS regarding catch-up contributions for individuals over the age of 50. The...