Tuesday, February 14, 2023

Do you have missing assets?

 We talked about this on last weeks Your Safe Money Show. Missing Money dot Com is the only website endorsed by States and Provinces working together to reunite you with your lost funds. https://www.missingmoney.com/

Wednesday, February 8, 2023

February 11th Your Safe Money Show highlights

 Coming up on Saturday's (February 11th) Your Safe Money Show. Todd will have ways to plan for a happier retirement. Also he'll be sharing insight from cybersecurity experts about how to protect yourself from tax fraud and scams. Timely information for sure. And States have $70 billion dollars in unclaimed assets. He’ll have how to check to see if any of that money is yours. Listen at 8 a.m. at Nice 95.5FM KBEK. They stream live at kbek.com. Go to yoursafemoneyshow.com to hear recent shows.

Tuesday, February 7, 2023

Tax related Identity Fraud

 We hear in the news now how important it is to file your taxes sooner rather than later for a number of reasons. The main reason to file asap is because of tax-related identity theft which happens when someone uses your Social Security number to file a return and claim a fraudulent refund. You may find out through a rejected tax return or IRS letter, among other warning signs. Just be aware that experts say it’s critical to have all your tax forms before filing your return. Companies send a copy of these forms to you and the IRS every year, making it easy for the agency to flag returns with missing information. Typically, skipping these details triggers an automated notice from the IRS, which may delay processing or take time to resolve. Most tax forms arrive by late January to mid-February, but others may be later. Once you know you have all the documents you need, you can file. If your tax situation hasn’t changed from last year, you can look at what was used for last year's taxes to know if you have all the information needed for this year’s taxes.

Thursday, February 2, 2023

February 4th highlights for Your Safe Money Show

 February 4th topics for Your Safe Money Show. Tax time is under way and Todd will have how to make a last minute IRA contribution. We’ve been hearing about the debt ceiling crisis. What does it all mean and how can we prepare? And he’ll have questions to ask yourself during retirement planning. Listen at 8 a.m. at Nice 95.5FM KBEK. They stream live at kbek.com. Hear recent shows at yoursafemoneyshow.com.

Wednesday, February 1, 2023

Unclaimed pensions information

 To pinpoint an unclaimed pension from an old job, check out Pbgc.gov/search-unclaimed-pensions, a website run by the Pension Benefit Guaranty Corporation, a U.S. government agency. PenChecks Trust, which offers retirement plan distributions, also has a registry database of unclaimed retirement benefits, where both employers and employees may pinpoint unclaimed retirement funds.


 Pbgc.gov/search-unclaimed-pensions