In this video, we’ll make you aware of the three retirement decisions that you can’t change. What you decide to do with each of these is irreversible, and making a wrong, lifetime decision could potentially impact your lifestyle, income, and your savings.
In today’s show, we’re going to open up the listener mailbag and answer questions about pension selections, questions about the challenges you could face if there’s an age gap between you and your spouse, and then discuss the hidden costs you might not be seeing in your retirement income.
In today’s video, we will share our Top 5 Strategies for getting the most out of your taxes in retirement and who these strategies are best for.
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.
More and more people are ready to retire so it’s not uncommon for someone to ask us if they can retire next year. That’s not an easy question to answer on the surface, but if you’re able to solve for this one thing first, it will help you know if you’re ready to retire.
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.
In this video, we will discuss whether it’s better to contribute to a traditional 401k or a Roth 401k when you’re in your 60s by talking about the factors you need to consider.
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.
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.
We’re back with another mailbag episode today! Join us as we tackle a range of topics- from navigating investments during significant life changes to figuring out a retirement travel spending amount, this episode covers a lot of ground. Scott is here to answer your questions, so stick around to see what you can learn.