Sep 17, 2021
- Have you heard of QCD’s?
- Save on taxes if you give to charities
- Excluded from taxable income
Aug 26, 2021
- Will you outlive your money?
- Widows/Widowers ‘penalty’
- Life insurance
Aug 20, 2021
- 4 phases of retirement
- How you can invent, imagine and plan for each phase
- How retirement planning goes way beyond finances!
Aug 13, 2021
- Where will your retirement income come from?
- Will your money last as long as you do?
- How much can you spend in retirement?
Aug 5, 2021
- Pros and cons of cashing out
- Pros and cons of rolling it over to a new employer plan
- Pros and cons of rolling it over to an IRA