Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer discusses 401(k) matching, contribution limits and over contributing.
What to Do with Your 401(k) When Leaving Your Employer
Dana Anspach of Sensible Money explains what to do with your 401(k) when leaving your employer.
How To Build A Financial Roadmap
Haley Tolitsky, CFP from Cooke Capital describes how people in their 20’s and 30’s and 40’s can build a Financial Roadmap and why you need one.
Reverse Mortgages
Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).
The Future of Wealth Management
Tony Davidow, author of a new book “Goals-Based Investing” discusses the future of wealth management, including fractional shares and Robo-investing.
Insurance Products – Such As Life Insurance & Annuities – Can Provide Tax-advantaged Investment Returns
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.