Taxes Are a Major Consideration in Gift-Giving

Keith Collins of Keith Collins Inc. talks about Qatar’s gift to President Trump of a 747 jet and relates that to the limits people have in gifting. He explains the limit people can receive annually, before taxes kick in. And Keith describes how children inheriting from their parents normally happen…

The Ideal Retirement Savings Amount and The Steps to Get There

Keith Collins of Keith Collins Inc. comments on Investopedia’s findings that Americans should have $35,000 in an emergency fund and how the average person only had around $8,700. Keith explains how these numbers vary for each household and how people should consult a financial advisor to figure out…

The Ins and Outs of RMDs and How an Advisor Helps Plan for Them

Keith Collins discusses a big qualification of pre-tax retirement accounts: required minimum distributions. Keith defines RMDs and the age at which most kick in. He shares why they are mandated and to which accounts they apply. Keith also describes the complexity of individual situations and how an…

Similarities and Differences Between 401(k)s and IRAs

Keith Collins defines what 401(k)s and IRAs are, what they have in common, and the main differences between them. He also shares the limits they have in both annual contributions and when people can withdraw that money. Keith also shares the distinction about taxes with each one and why people shou…

Retirement Risks: Are you Prepared for Market Downturns?

Inflation, longevity, and taxes can significantly impact retirement funds. Financial Advisor Keith Collins discusses how asset protection is vital for both individuals and business owners, with each facing unique risks. Click here to schedule an appointment with Keith and his team or call 508-735-…

Retirement Planning: Are You Prepared for Inflation and Taxes?

Financial Advisor Keith Collins discusses how Social Security, pensions, and annuities can provide guaranteed income to cover essential expenses without worrying about outliving your savings. Click here to schedule an appointment with Keith and his team or call 508-735-9910. Follow us on Facebook!

The Challenges of Financial Planning for Aging Parents

In this episode, financial advisor Keith Collins discusses the financial planning challenges faced by adult children caring for aging parents. He emphasizes the importance of open communication about finances, the role of estate planning, and recognizing financial red flags that may indicate a need…

The Basics and Misconceptions of Social Security

In this episode, Keith Collins delves into the intricacies of Social Security, a crucial component of retirement planning. He discusses the basics of Social Security, common misconceptions, strategies for claiming benefits, tax implications, and the importance of professional guidance in navigating…

Smart Money Moves Trailer

Defining your financial goals and developing a plan for success can now begin just by pressing the play button. Keith Collins Inc. brings you Safe Money Moves with Keith Collins, a new podcast and your latest resource for professional and experienced financial guidance that goes wherever you do! O…

Introduction to Tax Changes in 2025

In this episode of Smart Money Moves, Keith Collins discusses the latest tax changes for 2025 and their implications for retirement planning. He explores how retirement income is taxed, strategies to minimize tax liability, the importance of understanding required minimum distributions (RMDs), and …