Congratulations to Howard Hook on two special honors from William Paterson’s Cotsakos College of Business.
Howard Hook, CFP®, CPA, CAP®
Shomrei Torah Honors Howard Hook at their Annual Gala
Congratulations to Howard Hook on being honored at the Shomrei Torah Annual Gala for his dedicated service and leadership.
Should You Convert a Traditional IRA to a Roth IRA?
Howard Hook was featured in NJMoneyHelp discussing when it may make sense to convert a Traditional IRA to a Roth IRA.
Does an Adjustable Rate Mortgage Make Sense for Me?
With mortgage rates still top of mind for many buyers, Howard Hook discussed when an adjustable-rate mortgage may (or may not) make financial sense.
Can Married Couples Qualify for the NJ Pension Exclusion if Only One Spouse Is Older?
Retirement tax planning can be more nuanced than people realize. Howard Hook was featured in NJMoneyHelp explaining how the rules work.
Is it Time to Have “That Talk” With Your Family?
In a recent Money For Lunch article, Howard Hook explains why retirement may be the right time to have important conversations with family members about future support, inheritance plans, long-term care, and financial preparedness.
How Can You Save Money on Taxes?
Are tax deductions really saving you money? Howard Hook was recently featured in NJMoneyHelp discussing business deductions, withholding strategies, depreciation rules, and common misconceptions about lowering taxes.
Using QCDs to Reduce Taxes and Support Charities in Retirement
What if you could lower your retirement tax bill and make a lasting difference at the same time? For retirees over age 70½, that’s exactly what a Qualified Charitable Distribution (QCD) offers. By directing required withdrawals from your IRA straight to charity, you can reduce taxable income and put your money to work for the causes you care about most.
Hook Featured in Yahoo Finance on Tax-Saving Strategy for Retirees
Yahoo Finance recently highlighted several tax-saving opportunities for retirees, including Qualified Charitable Distributions. Howard Hook explains why choosing the right charitable giving strategy can help retirees reduce taxes while supporting the causes they care about.
Should You Give Your Heirs Their Inheritance Now?
Should you give money to your children now or leave it as an inheritance later? In a recent Money For Lunch article, Howard Hook explores the financial, family, and tax considerations that can help guide this important decision.
Beyond the Beach: 5 Overlooked Steps Retirees Should Take Now
Retirement can be a wonderful chapter, but ensuring your financial house is not just in order but thriving is crucial. Many retirees focus on investment management but often miss key areas that can significantly impact their long-term security and legacy. Here are five often-overlooked yet vital steps that you should consider taking.
IRS Delays RMD Clarity for Inherited Retirement Accounts (Again)
Retirement plans usually require that minimum distributions be taken each year after a certain age. This includes Inherited IRAs, but these laws keep changing. Now, the IRS has again delayed a decision around this timeline. Here’s what you need to know if you are the beneficiary of an Inherited IRA.