Author: walter@thirdwheelmedia.com

Understanding RMDs: A Guide for Retirees & Pre-Retirees

In today’s episode, we delve into a critical aspect of retirement planning that can significantly impact your financial future – Required Minimum Distributions (RMDs). Whether you’ve stashed your savings in a 401(k), 403(b), 457, IRA, SEP IRA, or simple IRA, understanding RMDs is crucial, especially if you’re approaching your seventies.

Read More »

Do You Pay Tax On An Inheritance?

Are you expecting an inheritance, or planning to pass down assets to your loved ones? It’s crucial to understand the potential tax implications that come with it. In this episode, we’re diving deep into the world of inheritance taxes.

Read More »

Important Ages on the Retirement Journey

Many say that age is just a number, but when it comes to retirement planning, age means much more than that. Join us in this insightful episode as we delve into the world of financial milestones that can significantly impact your retirement planning. From age 50 to 75, we uncover the strategies, opportunities, and pitfalls tied to these pivotal years.

Read More »

Will my taxes be higher or lower in retirement?

In this video, we’ll help you get a better idea of how you can determine whether your taxes will be higher or lower in retirement. We’ll also tell you why paying attention to these savings contributions now could potentially help you save thousands of dollars later on.

Read More »