Media

Television

How to file an extension on your taxes
Air Date - April 9, 2014

Survey: 52% of Americans not in stock market
Air Date - April 9, 2015

Leave Pimco? Two pros weigh in
Air Date - September 30, 2014

Financial advisors' best advice for 2014
Air Date - December 31, 2013

Dow Down 500+
Air Date - August 21, 2015

Year-End Tax Preps
Air Date - November 14, 2013

How to Not Outlive Your Money: Rethinking the 4 Percent Rule
Air Date - July 22, 2013

What you shouldn't pay with your 529 plan
Air Date - February 9, 2015

Wealth Health Managing Director Rich Coppa on how to maximize your 529 plan tax benefits.

View Video

IRS increases contribution limits for 401(K)s
Air Date - October 24, 2014

Wealth Health Managing Director Rich Coppa on the IRS' decision to raise the contribution limits for 401(K)s in 2015.

View Video

Tax day complaints
Air Date - April 15, 2014

Laffer Associates' Art Laffer, National Taxpayers Union's Pete Sepp and Wealth Health managing director Rich Coppa on high taxes taking Americans by surprise.

View Video

Clearing up taxpayers' questions
Air Date - March 14, 2014

Americans for Tax Reform's Mattie Duppler, Diversified Private Wealth Advisors' Dominick Tavella and Wealth Health Manager Rich Coppa answer viewers' tax questions.

View Video

Filing ObamaCare-related taxes
Air Date - October 29, 2013

Wealth Health managing director Rich Coppa breaks down tax filing associated with ObamaCare.

View Video

What happens if you don't pay the ObamaCare penalty?
Air Date - October 28, 2013

Wealth Health Managing Director Rich Coppa on the tax implications of ObamaCare.

View Video

Millionaires qualify for ObamaCare subsidies?
Air Date - October 15, 2013

Wealth Health Managing Director Rich Coppa on the tax loopholes in ObamaCare.

View Video

How will ObamaCare impact your taxes?
Air Date - October 4, 2013

Former HHS Secretary Michael Leavitt, Wealth Health Director Rich Coppa and HealthPocket.com's Kevin Coleman on what consumers need to know about ObamaCare.

View Video

The Tax Rules for Renting Out Your Vacation Home
Air Date - July 23, 2013
View in Windows Media Player QuickTime View in QuickTime

New Home Office Deduction Rule
Air Date - May 28, 2013

Wealth Health Managing Director Rich Coppa on changes to the home office deduction for taxpayers.

View Video

Made a Mistake on Tax Return? How Do You Fix it?
Air Date - May 01, 2013

Wealth Health Managing Director Rich Coppa on the steps to fixing mistakes on your tax return.

View Video

Protecting Yourself from an IRS Audit
Air Date - April 11, 2013

Wealth Health Managing Director Rich Coppa and Diversified Financial Consultants President Dominick Tavella on how to avoid an audit by the IRS.

View Video

H&R Block's Tax Refund Glitch
Air Date - March 18, 2013

Wealth Health managing director Rich Coppa on H&R Block's glitch in getting customers their tax refunds.

View Video

The New Options for Your 401(k)
Air Date - February 20, 2013

Wealth Health Managing Director Rich Coppa on what to consider when converting your 401(k) to Roth 401(k).

View Video

Tax Tips for Small Businesses Filing a 1099
Air Date - January 29, 2013

Wealth Health Managing Director Rich Coppa on the deadline for small businesses to file their 1099 with the IRS.

View Video

Will Your Tax Refunds Be Delayed?
Air Date - January 21, 2013
View Video

How you, too can take advantage of Mitt Romney's Tax Breaks
Air Date - December 2012
View in Windows Media Player QuickTime View in QuickTime

Will Taxmageddon Impact Home Sellers?
Air Date - August 5, 2012
View Video

Got Facebook
Air Date - July 2012
View in Windows Media Player QuickTime View in QuickTime

Gift and Estate Tax
Air Date - July 30, 2012
View in Windows Media Player QuickTime View in QuickTime

Where Should I Invest - Part 1
Air Date - July 3, 2012
View in Windows Media Player QuickTime View in QuickTime

To Roth or Not To Roth - Part 2
Air Date - July 3, 2012
View in Windows Media Player QuickTime View in QuickTime

Financing College How Do You Begin? - Part 3
Air Date - July 3, 2012
View in Windows Media Player QuickTime View in QuickTime

Financial Planning Panel
Air Date - June 6, 2012
View in Windows Media Player QuickTime View in QuickTime

Last Minute Tax Tips
Air Date - April 17, 2012
View in Windows Media Player QuickTime View in QuickTime

What's New This Tax Season?
Air Date - February 27, 2012
View in Windows Media Player QuickTime View in QuickTime

Are Debit Cards Valuable?
Air Date - January 23, 2012
View in Windows Media Player QuickTime View in QuickTime

Year-End Tax Tips
Air Date - December 8, 2011
View in Windows Media Player QuickTime View in QuickTime

Year-End Tax Planning!
Air Date - November 7, 2011
View in Windows Media Player QuickTime View in QuickTime

Are Investors Getting Risky?
Air Date - August 24, 2011
View in Windows Media Player QuickTime View in QuickTime

What To Do - Tax Audit Conundrum
Air Date - April 20, 2011
View in Windows Media Player QuickTime View in QuickTime

Your Tax Prep Check List
Air Date - March 30, 2011
View in Windows Media Player QuickTime View in QuickTime

Tax Changes for 2011
Air Date - February 11, 2011
View in Windows Media Player QuickTime View in QuickTime

6 Money Moves for 2011
Air Date - December 29, 2010
View in Windows Media Player QuickTime View in QuickTime

To Convert or Not Covert to a Roth IRA?
Air Date - December 6, 2010
View in Windows Media Player QuickTime View in QuickTime

Is the Stock Rally Over?
Air Date - November 18, 2010
View in Windows Media Player QuickTime View in QuickTime

IRA Crackdown - IRS is cracking down on IRA Contributions
Air Date - October 4, 2010
View in Windows Media Player QuickTime View in QuickTime

Take the Money and Run, Part II - Why are investors turning away from the Stock Market?
Air Date - August 13, 2010
View in Windows Media Player QuickTime View in QuickTime

Take the Money and Run?
Air Date - July 12, 2010
View in Windows Media Player QuickTime View in QuickTime

Tax Day Approaching - Tax Tips Part 2
Air Date - April 2012
View in Windows Media Player QuickTime View in QuickTime

Tax Day Approaching - Tax Tips Part 1
Air Date - April 2012
View in Windows Media Player QuickTime View in QuickTime

Tax Brackets vs. Tax Rates
Air Date - January 28, 2012
View in Windows Media Player QuickTime View in QuickTime

How To Make Money This Year
Air Date - January 7, 2012
View in Windows Media Player QuickTime View in QuickTime

Gifting and Estate Planning
Air Date - June 18, 2011
View in Windows Media Player
Rollercoaster Ride of the Stock Market Continues - What Should You Do?
Air Date - August 9, 2011
View in Windows Media Player QuickTime View in QuickTime

Rich Coppa answers your financial questions.

Question:

Planning For the Increase in Taxes -
Are you starting to think about ways to plan around the 2013 Added 3.8% Tax on Investment income and what about rolling into a Roth IRA?

View in Windows Media Player QuickTimeView in QuickTime
  
Question:

"Should I convert a Non-Deductible IRA to a Roth IRA?"
- Larry Calls In From New York

View in Windows Media Player QuickTimeView in QuickTime
  
Question:

"I'm in my early 40's and make just over $250,000 supporting my wife and 5 kids. I understand there will be changes in increased taxes for my income level but I can't find any details for planning purposes. How can I best prepare for the tax changes already in motion?"
- Email from Roger

View in Windows Media Player QuickTimeView in QuickTime
  
Question:

"Congress expanded FDIC coverage to $250k until December 31, 2013. Has this been extended? If not, what happens to a $200k 5 year CD opened now on Jan 1st 2014? Will it not be fully insured by FDIC for the remaining two years of the CD?"
- Email from Susan

View in Windows Media Player QuickTimeView in QuickTime
  
Question:

"I have a 401-B, a non-profit organization. I am 60 years old and could now remove the money. I was thinking of moving the money out because it is giving me minimal return. Would it be a good idea to move it to an IRA?"
- Jane from Illinois Calls In

View in Windows Media Player QuickTimeView in QuickTime
  
Question:

"I am 68 years old and my husband recently passed away and I do not get his retirement. My only income is $791 per month via Social Security. I have $800k in CD's, should I convert that into an annuity?"

PlayView in Windows Media Player

  
Question:

"I just turned 70 ½ last month. I am retired and I am living on my retirement pay and Social Security. My IRA's total $500k and my annual income is $75k." "hould I convert my traditional IRAs to a Roths?"
- Vernon Calls in From Texas

PlayView in Windows Media Player

  
Question:

"I'm 43 and make $75k. I've saved $40k in simple ROTH but that has been stopped by my employer. I save $11,500 a year, put $5,500 into the ROTH what should I do with the remaining cash?"
- Gil From Virginia writes in

PlayView in Windows Media Player

  
Question:

"I am thinking of purchasing a Charitable Annuity Trust for $15k." "Does it provide an attractive return on my investment?"
- Tom Calls in From Florida

PlayView in Windows Media Player

  
Question:

Ronnie was laid off about a year ago I kept my 401(k) never converted. I plan on going back to work, maybe part-time. Should I take my money out of my 401(k) and move it to a personal IRA or leave it in the 401(k) and start drawing on it next year?
- Ronnie Calls in From NC

PlayView in Windows Media Player

  
Question:

I take dividends as income every month from my IRA. This year I will be 70 ½ and must take a minimum required distribution. Does the dividend income count toward the required minimum distribution I will need to take on my IRA?
- James Calls in From Washington

PlayView in Windows Media Player

  
Question:

"I am 71 and I have 4 CD IRAs ($200k each) which just came up for renewal. Given the current low CD rates, what other safe investments would you recommend?"
- Mike Emails In

PlayView in Windows Media Player

  
Question:

Should clients have a small portion of their portfolio invested in gold?
- Gold Clip Discussion

PlayView in Windows Media Player

  
Question:

I am an older woman. My house is paid for and every penny I have is in CDs. How should I invest? Should I invest in gold?
- Mary calling in from Texas

PlayView in Windows Media Player

  
Question:

My 401(k) Plan is mostly equity and over seas stocks. My stock portfolio fell in value as a result of the economy. However I never took the money out and my portfolio rode the market back up. When do I move that money into more liquid funds?
- Tom from Albany, NY

PlayView in Windows Media Player

  
Question:

I have $900,000 in cash at age 63 and I know inflation will kill me but I do not trust the markets and know the fixed rate investments will eat me alive. Please let me know what is safe and will counter inflation?
- Mike From Nevada

PlayView in Windows Media Player

Question:

What do you think of Equity Indexed Annuities? Background: both of us are retired, early 60's and except for our mortgage, we are debt free. We have about 2.3M in our IRA, 1.2M of that amount in two Equity Indexed Annuities, & most of the rest in bonds.
- Zeke and Zelda write in

PlayView in Windows Media Player

  
Question:

Bob got out of the Stock Market last November. He is 60 years old and is receiving a small retirement from his company as well as collecting unemployment. He owns his home and cars and his wife has a very good job. His $250,000 CD just came due at 4.2% and parked it into a money market. Should he get back into the market?
- Bob calling in from Florida

PlayView in Windows Media Player

  
Question:

Bob and his wife are 61 years old. Bob has been with a company for 30 years and he has just been let go. He has a 401(k) and he has an opportunity to take a lump sum or an annuity from the company. If he takes the lump sum – including his 401(k) he would have a total of $1million dollars. Where would be a safe place to put the $1million dollars?
- Bob calling in from Nevada

PlayView in Windows Media Player

  
Question:

My Husband and I are debt free. We are both working full-time and have our 6 month cushion in the bank. Should I take a mortgage on the house in order to put $100k in mutual funds or other retirement investments?
- Holli writes in

PlayView in Windows Media Player

Question:

Should I invest in Lifecycle or Target Date funds? What are the pros/cons?
- Chris calling in from North Carolina

PlayView in Windows Media Player

  
Question:

I am retired from the Federal Government and have about $200k in the TSP (Thrift Savings Plan). I can leave it if I like low cost index funds or roll it into my Traditional IRA. What do you think of my rolling it over and then converting it into a ROTH in 2010?
- Dune via e-mail

PlayView in Windows Media Player

Question:

I am 46 years old and I have a regular IRA. As of 2010 the value will be $225,000. Does it make sense to convert to a Roth IRA?
- Saresh

PlayView in Windows Media Player

  
Question:

We have an estate worth $5,000,000. I am 66 and retired my wife is 65. What is the best way for us to pass this on to our sons without jeopardizing our future financial security?
- Mike from Georgia

PlayView in Windows Media Player

Question:

After the stock market went down, I watched my 401K decline. What do I do now? Do I wait it out?
- Laquet from Texas

PlayView in Windows Media Player

Question:

What is the best way to pay for my kids college? Can I use my Retirement money for my kids college or should I apply for student loans?
- Denny from Pennsylvania

PlayView in Windows Media Player

  
Question:

I am recently retired age 61 and in good health. Currently, I do not have a long term health care plan. Do you recommend subscribing to long term health care? What are the pros and cons? Should I consider another insurance policy?
- Maryanne from CT

PlayView in Windows Media Player

Question:What is the one thing that's happened in the last year that has made individuals rethink the way they invest?

PlayView in Windows Media Player

  
Question:Situation: Jim is 62 and has been out of work for two years. He lives on CD income but it has been reduced by 75% over the last 3 years and as such, he is depleting his savings to meet his living expenses. What can he do?

PlayView in Windows Media Player

  
Question:Situation: Flo, a senior citizen, expects to receive an inheritance of about $100,000. Where is the best place to invest it?

PlayView in Windows Media Player

  
Question:Mike has almost $400,000 in a 401K, household income of a little over $200,000 and credit card debt of $75,000. What should he do?

PlayView in Windows Media Player

  
Question:Ron is planning to roll over his 401K because he just retired. Is there any reason to invest in a front-end loaded mutual fund?

PlayView in Windows Media Player

  
Question:Virginia says her friends' financial advisors are getting them out of the market by the end of September – middle of October because they're expecting a large correction. Is this a concern?

PlayView in Windows Media Player

  
Question:What makes a fund a ROTH? Is it set up as a ROTH or is it the way you invest in it?

PlayView in Windows Media Player

  
Question:What about gold? Is now a good time to buy it and add it to your portfolio?

PlayView in Windows Media Player

  
Question:Situation: Morgan is going to have significant dental expenses and is 55 years old and retired. His house is paid for and he has cash flow and some emergency money. Should he take money out of his IRA for it?

PlayView in Windows Media Player

  
Question:Situation: Jerry needs to refinance his current construction loan. His mortgage rate is 8% and will adjust in about 6 months. Because of the drop in the real estate market he has lost all of the equity in his home. Should he use the money in his IRA to come up wit the required 20% down?

PlayView in Windows Media Player

"Two Minute Drill"
Air Date - October 9, 2009

Rich Coppa covers the following topics in this 6 minute video:

  • Sanctions for Iran
  • TARP funds - a piggie bank?
  • G-20 is Necessary

 View in Windows Media Player