Taxes don’t disappear in retirement. In fact, understanding tax implications can be even more important when you’re retired.In this video, we talk through 4 tax questions you should ask your financial advisor before retiring, including:➡️How will my tax situation change once I retire?➡️Are there strategies to reduce my tax liability in retirement?➡️Should I consider a Learn More
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Before you retire, there are very specific questions you should ask your advisor. In this video we talk through those questions, which, when answered, can give you a much clearer picture as to whether you are really ready to retire. Those questions are: Am I financially ready to retire? What income sources will I rely on Learn More
Let’s address the number one fear of most retirees: running out of money. One way to make your nest egg last longer… figure out how to keep all of it in your pocket, as opposed to sharing it with the government. In this video, we discuss how converting your tax deferred accounts to Roth accounts can Learn More
Retirement planning usually takes place over decades. Checking in with yourself throughout the planning process can keep you on track, but you also need to give your finances a hard look. In this video, we lay out 5 steps you need to make before you tell the boss goodbye: 1. Decide when to claim Social Security Learn More
According to the Bureau of Labor Statistics, the average annual expenses for people 65 plus in 2021 was about $52,141.00, which works out to about $4,345 a month. But as we talk about here, no two people are alike, so figuring out how much money YOU will need depends on your lifestyle and your unique Learn More
Many people worry that taxes will increase once they retire, but will that actually be the case? In this video, we break down 4 key reasons why your taxes might go up in retirement, and a few thoughts on how you can plan to manage it. Key Takeaways: **Successful Saving: Large withdrawals from pre-tax retirement Learn More
The 2.5% cost of living adjustment reflects a steady decline in inflation. However, it looks like the standard Medicare Part B premium is going up almost 6%! That likely doesn’t mean you’ll see a smaller Social Security check in January, but if you’re wondering how this will affect you we will walk through the following Learn More
In this video we look at an example of what the tax impact could be if someone were to withdraw a substantial amount of money from an IRA to pay for long term care. Many people, if not most people, that have done a great job of saving for retirement have most of their money saved Learn More
In this video I am sharing a sample case which is based on a couple that I have been working with recently. He is 65 and she is 67, and they have $500,000 saved in their retirement accounts. They would like to retire now. We’ll take a look at their current situation and the strength of Learn More
Recently, on his popular show, Dave Ramsey, a well-known, “financial expert” dismissed the common advice to withdraw only 4% of your retirement savings annually as “moronic,” advocating instead for an 8% withdrawal rate. In this video, we talk through whether and when an 8% withdrawal rate makes sense. Here’s the answer: yes, it might make sense. Learn More
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