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Jim Blankenship, CFP(R), EA, is an independent, fee-only financial planner at Blankenship Financial Planning, Ltd. and writes at Getting Your Financial Ducks In A Row on retirement planning, income tax and Social Security strategies.
Sep 15, 2025 · 3 min readWhat Charitable Contributions Are Deductible?By Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Photo credit: jb When preparing your income tax return, you may find yourself asking the question –…
Jul 7, 2025 · 3 min readA Tax-Free Roth Conversion Question of TimingBy Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Photo credit: jb We’ve discussed here in the past about how it is a perfectly legal maneuver…
Jun 30, 2025 · 4 min readEarly Social Security Filing ExamplesBy Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Photo credit: jb Most discussions about the timing of Social Security filing indicate that filing for Social…
Jun 23, 2025 · 2 min readWhat types of accounts can I rollover into?By Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Photo credit: jb When you have money in several accounts and you’d like to have that money…
May 19, 2025 · 2 min readCalculating the PIABy Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Photo credit: jb In determining your retirement benefits from Social Security, as well as those of any…
Mar 31, 2025 · 3 min readThe RolloverBy Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Photo credit: jb You’ve likely heard the conventional wisdom – “when you leave your job, you should…
Mar 17, 2025 · 3 min readTax Credits That Can Increase Your RefundBy Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Photo credit: jb We’re here in the midst of tax season, and some of you may be…
Mar 10, 2025 · 5 min read5 Facts You Need to Know About Your Retirement PlanBy Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Many of us are covered by one or more types of defined contribution retirement plans, such as…
Feb 24, 2025 · 4 min read8 Things to Consider Before Rolling Over Your 401(k)By Jim Blankenship, originally published at Getting Your Financial Ducks In A Row. Photo credit: jb Employers have been giving us lots of opportunities to make this decision of late:…
Retirely contributors share their own views. Nothing here is personal financial advice.