What expenses can I use my HSA for? In this episode of Ask The Hammer, Jeffrey Levine, aka the Hammer, discusses which expenses you can use your HSA (healthcare spending account) for.
Should I convert IRA assets into a Roth IRA?
Should I convert IRA assets into a Roth IRA? Dana Anspach answers the Common Retirement Question: Converting IRA Assets into a Roth IRA.
Social Security Survivors Benefits
What do widows need to know about claiming survivors benefits? Kurt Czarnowski a renowned social security expert, explains.
How to Find a Financial Adviser Who’s Right for You
Pam Krueger of Wealthramp.com describes when you might need an adviser and how to find one who’s right for you.
Rolling a 401k into an IRA
Dana Anspach answers a common retirement question and discusses the pros and cons of rolling a 401k into an IRA.
Avoiding Pitfalls When Planning for IRMAA
Robert Klein, CPA from the Retirement Income Center discusses some pitfalls to avoid when planning for Medicare’s income related adjustments.
College Guide to Opening a Roth IRA
Nineteen year old Mer Brown shares her experience opening a Roth IRA.
IRS Notice 2022-53: What You Need to Know
Denise Appleby from Appleby Retirement Consulting discusses IRS Notice 2022-53 and how it effects distributions for designated beneficiaries.
Why You Should Consider Tax-Loss Harvesting
Amy Shepard from Sensible Money discusses why you should consider tax-loss harvesting
When Can I Retire?
Dana Anspach from Sensible Money answers one of the most common questions financial advisors receive. When can I retire?