The BIF Bites Financial Planning Podcast

This video discusses the tax treatment of Roth IRA distributions that do not meet the qualified requirements.

This video explains the requirements for taking a "qualified" (income tax and penalty free) distribution from a Roth IRA.

This video explains key points regarding basis adjustments in property transferring at death.

This video explains key aspects of an important tax-saving election Net Unrealized Appreciation.

This video explains key aspects of FDIC Deposit Insurance.

This video explains how to calculate margin call amounts.

This video covers standard deviation, which is used by investors to quantify their exposure to total risk.

This video explains Entity Purchase Buy-Sell Purchase Agreements.

This video explains the coinsurance clause of a typical homeowner’s insurance policy.