Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.
Inheriting Your Spouse’s IRA
Bill Harris from WH Cornerstone talks about his book “Inheriting Your Spouse’s IRA.”
Ask the Hammer – Gifting vs Loaning Money to Family.
The Hammer discusses gifting vs loaning money to family members.
Ask The Hammer – Can I convert my RMD to a Roth IRA?
In this video, Jeffrey Levine – aka The Hammer – discusses required minimum distributions (RMDs) from traditional Individual Retirement Accounts (IRAs), including when to take the RMD and how to do a Roth conversion.
Ask The Hammer – Converting term life to permanent life insurance
Should you convert your term life insurance to permanent life insurance? Jeffrey Levine – aka The Hammer – describes scenarios where converting your term life insurance policy to a permanent life insurance policy might be the best option.
Saving for a Child’s Future
Amy Shepard CFP RMA with Sensible Money discusses how to save for your child’s or grand child’s future, including saving for college, savings accounts, 529 plans, UGMA’s, UTMA’s, etc.
Set Yourself Up for Financial Success
Kurt Wunderlich, CFA from Buckingham Strategic Wealth discusses 4 steps to set yourself up for financial success.
Selecting Bond Funds for Your Portfolio
Massi De Santis, Ph.D., CFP describes how to select bond funds for your diversified investment portfolio.
Reduce Capital Gains Tax on the Sale of a Business
Robert Klein, CPA with the Retirement Income Center discusses strategies for small business owners to reduce capital gains tax.
College Funding Options – Parent Plus Loans
Becca Craig, CFP with Buckingham Strategic Wealth discusses financial aid options for college funding including Parent Plus Loans.