IRA: An IRA is an individual retirement account. It is a tax-advantaged investment account designed to help you save toward retirement. IRAs are one of the most effective ways to save and invest for the future. […]
Retiring From College Debt – Advice for Young Adults
Retiring From College Debt – Advice for Young Adults: Michelle Singletary encourages young adults to pay off student loans before saving for retirement.
Jean Chatzky’s Your Money Map with Kathleen Burns Kingsbury and Melissa Kivett
Your Money Map with Jean Chatzky, Kathleen Burns Kingsbury, & Melissa Kivett: In this episode of Your Money Map, Jean Chatzky welcomes Kathleen Burns Kingsbury, & Melissa Kivett to discuss the retirement income crisis facing women. Sponsored by the Alliance For Lifetime Income.
Fixed Index Annuities
Fixed Index Annuities : In this episode of Ask The Hammer, Jeffrey examines the Pros and Cons of Fixed Index Annuities.
A Primer on Spousal Social Security Benefits for Divorcees
If you’re divorced, you might be eligible for spousal social security benefits. Alison Dorosky explains.
Post-death distributions of IRAs to Heirs
Post-death distributions of IRAs to Heirs: Bill Harris, CFP, RMA discusses how post-death distributions of IRAs to heirs doesn’t work the way you thought. The 10 year rule and IRS Publication 590B are reviewed.
Jean Chatzky’s Your Money Map with Jill Schlesinger
Your Money Map With Jean Chatzky & Jill Schlesinger: Jill Schlesinger, CFP, CBS News Business Analyst, author of The Great Money Reset joins Jean Chatzky for an episode of Your Money Map. This episode, Retiring in a Volatile Market, focuses on how choosing the right time to retire can be complicated and confusing, even in the best financial circumstances and how uncertain economic times may affect your ideal retirement age, your portfolio, and your decumulation process. Learn more https://www.protectedincome.org/Schlesinger/
What You Need to Know About the Solo 401(k) and Form 5500
What You Need to Know About the Solo 401(k) and Form 5500:Jean-Luc Bourdon of Lucent Wealth Planning explains what solo 401(k) account owners need to know about Form 5500-EZ.
Jean Chatzky’s Your Money Map with Michelle Singletary
Michelle and Jean spoke on how you can plan your taxes with retirement in mind and maximize your benefits on the most common retirement accounts.