RMD “Live” Workshop
Did you miss our live RMD Workshop? No worries – check out the recording below. The video has all the beneficial information like the basics of Required Minimum Distributions and […]
Return on Principle
The Only Investment Book You Really Need! Dave is a good friend with whom I’m in a national study group; check out his Amazon best seller! Maximize your retirement, focus […]
You’re Retired – Now What?
Most qualified retirement plans offer significant tax benefits – if you’re willing to follow a few IRS-specified rules, that is. The federal government wants to make plans such as 401(k)s, […]
How Social Security Works
The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was intended to provide a safety […]
Retirement Expenses
How Living Expenses Change During Retirement. There are some upsides to being a retiree – senior discounts, lower taxes, subsidized healthcare, and regular Social Security checks among them. On the […]
Bridging The Income Gap
Social Security was never designed to be an individual’s sole source of retirement income. Instead, it was meant to bridge the gap between people’s income from pensions and savings and […]
IRA Conversions
The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age 70-1/2 No required minimum distributions […]
Retirement Basics
Planning for The “Golden Years” There’s a saying that if you have your health, you have everything. Well, that’s not exactly true – without adequate resources, you could enjoy a […]