Aug 17, 2018

Retirement books and websites pump out old cliché’s about how your spending in retirement will be only “seventy percent to eighty percent” of your pre-retirement spending. But when “every day is Saturday,” many retirees are finding they are spending everything they once did,  and EVEN MORE-- once they retire....

Aug 16, 2018

We’ve all heard the rather arrogant old billionaire who hates annuities and thinks you should too! It must be nice to be a billionaire, and not worry at all about things like guarantees, safety of principal, protection form market declines, and protection for heirs. The truth is, annuities aren’t made...

Aug 15, 2018

Do you know what a Non Qualified Deferred Compensation plan is and how it differs from a 401k, 403b, or 457 plan? Are you retiring with one soon?  Are you clear on  the tax challenges with Deferred Comp and are there any special RISKS you should know about? Are there annuities available for your rollover IRA...

Aug 14, 2018

In general, unless an exception applies, IRA owners must wait until they are exactly age 59 1/2 to withdraw IRA funds without penalty. This IRS levy is often referred to as the 10% early distribution penalty and The Age 59 1/2 Rule. Is it based on the IRA owner's actual age, or the year in which a client turns 59...

Aug 13, 2018

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of America’s most popular financial radio programs dedicated to the Stock Market, heard by millions of listeners—including Saturdays right here on Money Radio! After an update of the markets and today's breaking financial news...