Understanding Phantom Taxation of Social Security
Wondering if social security is taxed? Here we explain phantom taxation of social security and debunk retirement savings myths.
401(k) Rollovers and Pension Distributions
When rolling over your 401K or taking pension distributions, there are many things to consider. Learn what questions to ask from a financial advisor. Read more!
When to Sell Stocks & Investing Strategies
Learn three disciplined stock selling strategies on our website you can use to figure out when to sell stocks using real-world examples, tactics, and professional investment advice.
Maximizing 401(k) Company Match and Unintended Pitfalls
Does your company offer a 401K retirement savings and matching program? Learn how to take full advantage of this benefit. Read more!
Setting Up (PA) 529 College Savings Plans
529 college saving plans can be confusing. The Certified Financial Planners at Menninger & Associates will help you understand the benefits and how to set up a PA 529 plan. Learn about 529 Plan in Pennsylvania as a “pass-through” to get a state tax deduction.
Reducing Capital Gains On Your Vacation Home
Learn how to reduce the capital gains on selling your vacation home by Menninger & Associates. First, you can establish your vacation home as your primary residence. Read more to find out the next steps!
Taking A Tax Loss On the Sale of Your Primary Residence
A taxpayer cannot take a tax loss on the sale of their primary residence, but they can take a loss on the sale of a rental property. Read more!
Understanding Backdoor Roth IRA
Does your income exclude you from contributing to a Roth IRA? There is a loophole. Since 2010, you can contribute to an IRA and convert it into a Roth IRA without regardless of your income. Read more!
