Now displaying: July, 2019
Jul 29, 2019
On this week’s episode of Retirement Starts Today we’ll discuss whether donor-advised funds are a good fit, tax planning in retirement, and answer a listener question about Roth IRA’s. Have you taken our listener survey? If you are signed up for the Every Day is Saturday email list then you’ve probably seen the listener survey. […]
Jul 22, 2019
Do you have multiple retirement accounts lying around and don’t know what to do with them? On this episode of Retirement Starts Today we answer 2 listener questions. One is about having multiple retirement accounts with multiple custodians, the other is about how to withdraw from a portfolio in retirement without adding additional risk. Then […]
Jul 15, 2019
Charitable giving in a tax beneficial way has gotten a bit more complicated with the new tax law. Of course, we donate to charities to help those less fortunate, but it helps when we receive tax benefits as well. CPA, John Madison, joins me to discuss how to reap the most tax benefits from your […]
Jul 8, 2019
Is your Social Security timing losing you money? Millions of Americans don’t ideally time their Social Security and end up losing thousands of dollars. On today’s episode of Retirement Starts Today I focus on 3 articles. The first one focuses on Morning Star’s star ratings. You’ll learn how and why they are getting an overhaul. […]
Jul 1, 2019
On this episode of Retirement Starts Today, we’ll discuss the pros and cons of target date funds as well as Vanguard’s managed payout fund. You’ll learn exactly what a target date fund is and why they are the preferred vehicle of the majority of 401K savers. We’ll discuss an Investment News article that warns of […]
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