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May 23, 2018

Yesterday on Mastering Money, we reviewed what are known as non-spouse inherited IRAs. We learned that the rules for IRAs left to a brother, sister, niece, nephew, or other non-spouse have very specific rules that must be followed to a “T” by the beneficiary. Today, we'll review the many choices that a surviving...


May 22, 2018

If you are the son, daughter, brother, sister, or even a close friend of an IRA owner who has named you as their beneficiary, it's important that you—and the owner of the IRA—understand the rules that govern IRA inheritances.   Inherited, NON-SPOUSE IRA’s are a relatively new topic,  and often misunderstood.  One...


May 21, 2018

...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular radio programs dedicated to making money in the Stock Market. It's been heard by millions of listeners over the years across America--including right here on Money Radio, and now you can hear a special...


May 18, 2018

From 1989 to 2008, a twenty year time period, the S & P 500 averaged an 8.43% return. Because of the large bull run in stock in the 1990s, many people decided to retire right at the top in 1999. Having gotten used to 20% annual returns, many of those new retirees expected they could comfortably withdraw five...


May 17, 2018

When is the best time to retire—during a bull market or a BEAR market? Studies show that every one percent gain in the S & P increases the likelihood of those considering retirement to take the plunge and retire, by a factor of 2.5%. In other words, hard data shows that a person on the verge of retirement is 25% more...