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Your Questions, Answered: Tax Planning Opportunities in Retirement

Your Questions, Answered: Tax Planning Opportunities in Retirement

March 18, 2021
On this week’s episode of Your Questions, Answered  Joe Hendrix  talks with  Brian Leitner  about the term “tax desert”,...
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The Retirement Problem You’ve Likely Never Heard Of

The Retirement Problem You’ve Likely Never Heard Of

March 10, 2021
Many people utilize retirement accounts and funds that grow tax-free, avoiding tax on income or capital gains, but are...
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For Some, RMD Deadline Is Fast Approaching

For Some, RMD Deadline Is Fast Approaching

March 5, 2021
Q: Do I need to take a Required Minimum Distribution from my IRA this year? A: Yes, while...
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Traditional vs Roth 401(k)

Traditional vs Roth 401(k)

February 22, 2021
Which retirement savings plan is right for you? What is the difference between a Tradition 401(k) and a Roth...
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DOL Offers New Guidance on Finding Former Plan Participants

DOL Offers New Guidance on Finding Former Plan Participants

February 9, 2021
Following up on our previous October article, “ Finding Former Plan Participants Who Leave 401(k) Funds Behind ” the...
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IRA Conversions: What You Need To Know

IRA Conversions: What You Need To Know

January 30, 2021
Q: What exactly is an Individual Retirement Account (IRA) conversion and why would I want to take part in...
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Studies Reveal Employees’ Financial Mindset During Pandemic

Studies Reveal Employees’ Financial Mindset During Pandemic

January 12, 2021
Understandably, in 2020, most of us were stressed over health and finances. Because of ongoing pandemic worries, last year,...
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Plan for Potentially Unexpected Retirement Costs

Plan for Potentially Unexpected Retirement Costs

January 8, 2021
Q: I want to retire in the next few years, what are some of the costs I should think...
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The Latest on Required Minimum Distribution Rules

The Latest on Required Minimum Distribution Rules

December 7, 2020
In 2019, the SECURE Act changed the required minimum distribution (RMD) age to 72. Then the CARES Act came...
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Your Questions, Answered: Selling Stock Before Retirement

Your Questions, Answered: Selling Stock Before Retirement

December 3, 2020
On this week’s episode of Your Questions, Answered  Jon Bresnen  and  Brian Leitner  discuss considerations for selling stock, and...
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Steps to Take to Track Part-Time Employees’ Hours for 401(k) Plan Participation

Steps to Take to Track Part-Time Employees’ Hours for 401(k) Plan Participation

November 11, 2020
The SECURE Act, which became law in December 2019, seeks to increase employee participation in employer-sponsored retirement plans. Included...
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Finding Former Plan Participants Who Leave 401(k) Funds Behind

Finding Former Plan Participants Who Leave 401(k) Funds Behind

October 6, 2020
If you’ve tried to locate employees who have left your company and their 401(k) funds behind, they don’t respond...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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