Your Financial Choices

Living Trusts the Focus of Your Financial Choices

Oct 25, 2012

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) welcomes her guest, attorney Stanley Vasiliadis, to discuss  living trusts - the good, the bad and the ugly.  Laurie will also take your questions on other financially related matters on air or online at  www.yourfinancialchoices.com.

Various Topic of Your Financial Choices

Oct 18, 2012

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses an array of topics including charitable
giving and National Estate Planning Week as well completing her discussion on IRAs from last week.

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) discusses all the nuances and differences of IRAs and ROTH IRAs including taxation, contributions and conversions.

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest Mike Ippoliti, CFP(r) discuss
strategies available in your retirement planning including cash flow, Social Security, required minimum distributions and income taxes.

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) reviews multi-state tax and foreign tax policies and discusses the issues you should take under consideration.

2012 Income Tax the Focus of Your Financial Choices

Sep 27, 2012

Host Laurie Siebert, CPA, CFR, CFP, welcomes guest Rod Young, CPA, CFP, to the program to talk about income taxes; what we know, what we don't know, and how to plan. 

Topic Roundup on Your Financial Choices

Sep 14, 2012

Host Laurie A. Siebert, CPA, CFP(r), AEP(r) reviews the financial topics most relevant to listeners that were covered in recent months and recaps the best "take- a-ways" in her Topic Roundup. 

Join host Laurie Siebert, CPA, CFP(r), AEP(r) as she discusses labor this Labor Day week, including wages, independent contractors, fringe benefits and taxes.

401 Plans on Your Financial Choices

Sep 4, 2012

Laurie A. Siebert, CPA,CFP(r), AEP(r) discusses 401 plans and new disclosures employer's need to provide to participants.

Host Laurie A. Siebert, CPA, CFP, AEP, as she discusses various aspects of tax planning and tax estimates, including multi-state tax reporting.

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