"Retirement Planning Insights," provides helpful and practical retirement planning tips and info
View 2020 Editions
Topics discussed in 2020:
- The SECURE Act
- Annuities explained
- How advisers can add value
- The 3 stages of retirement
- Tax returns
- Social Security's future
- COVID-19 update
- The CARES Act
- Estate planning overview
- Retirement planning podcasts
- After-tax vs Roth 401(k)'s
- COVID-19 and Social Security
- Health insurance before Medicare
- Social Security widow(er) underpayments
- Widow(er) tax penalty
- Preparing for an (unexpected) early retirement
- Mutual funds vs ETFs
- Asset-based fee models are lazy and flawed
- How advisors are paid
View 2019 Editions
Topics discussed in 2019:
- Medicare open enrollment
- Roth conversions
- 403(b) investigations
- Social Security spousal benefits
- RMD changes
- 401(k) and 403(b) rollovers
- The SECURE Act