Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the deadlines for contributing to various retirement accounts, including an individual retirement account or IRA, SEP-IRA and a solo 401(k).
Should I Cash Out My IRA To Pay Off My Mortgage?
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains the pros and cons of cashing out an IRA to pay off a mortgage.
4 Steps to Plan for Volatile Markets
Philip Herzberg, a lead financial advisor at Team Hewins, describes four financial planning steps to take when markets are volatile..
How Are Your Social Security Benefits Calculated?
Have you ever wondered how Social Security is calculated? Jim Blankenship, author of A Social Security Owner’s Manual, explains the ins and outs of how your Social Security benefit is calculated.
4 Ways to Boost Your Income
Haley Tolitsky, CFP with Cooke Capital, joins Hannah Sammut to discuss four effective ways to boost your income.
What same-sex couples need to know about divorce
Ryne Vickery, CFP with Buckingham Strategic Wealth, discusses what same-sex couples need to know about divorce, including complications related to child custody issues.
Stock Market Window of Opportunity
Robert Klein, CFP from the Retirement Income Center, discusses opportunities in the stock market.
Practical Application of Behavioral Finance for Financial Advisors
Tony Davidow, CIMA and author of Goals-Based Investing interviews John Nersesian, CFP, CIMA, CPWA, CIS and Head of Advisor Education for PIMCO.
Everything You Need to Know About RMDs
What are required minimum distributions or RMDs? How do you calculate the RMD? Can you take the RMD from one account instead of separately from each account? Dana Anspach and and Julio Lopez-Brito of Sensible Money discuss in this video interview with Retirement Daily Editor Robert Powell everything you need to know about RMDs.
Can You Convert Your RMD into A Roth IRA?
Sarah Brenner, director of retirement education at Ed Slott and Co., explains whether you can convert your RMD into a Roth IRA.
