Retirement Planning

No matter your age on your income, it’s never too early to start planning for retirement.  Social Security is only a part of a comfortable retirement.  There are a multitude of retirement solutions to help you plan for a successful retirement.  Who better to help you plan for your retirement than the retirement experts who appear on FinStream videos, including Mr. Retirement, Robert Powell, CFP.  From Annuities, to insurance products, to IRA’s and 401k’s, FinStream TV has videos to help you plan for your retirement.  Watch these FinStream streaming videos for free to learn more about Retirement Planning.

401k

Can I contribute to my Roth 401k regardless of my income?

Can I contribute to my Roth 401k regardless of my income?

Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA?

Rolling a 401k into an IRA

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.

What Should You Do With Your 401(k) When You Retire or Change Jobs?

What Should You Do With Your 401(k) When You Retire or Change Jobs?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains what workers can do with their 401(k) when retiring or switching jobs.

Ask The Hammer: Can Owners of Solo 401(k) Accounts Delay Taking RMDS Past Age 72?

Ask The Hammer: Can Owners of Solo 401(k) Accounts Delay Taking RMDS Past Age 72?

Jeffrey Levine of Buckingham Wealth Partners explains whether owners of solo 401(k) accounts can delay taking required minimum distributions past age 72.

Ask the Hammer - Converting to a Roth 401(k)

Ask the Hammer - Converting to a Roth 401(k)

Jeffrey Levine CPA/PFS with Buckingham Wealth Partners, aka The Hammer describes in plan conversions - converting from a regular 401(k) to a Roth 401(k) to lessen the tax hit.

Roth IRAs

Can I contribute to my Roth 401k regardless of my income?

Can I contribute to my Roth 401k regardless of my income?

Can I contribute to my Roth 401k regardless of my income? In this episode of Ask The Hammer, Jeffrey Levine, aka The Hammer answers the question: Can I contribute to my Roth 401k regardless of my income even though that's not the case with a Roth IRA?

Roth Conversion: Do I have to wait until December 15th?

Roth Conversion: Do I have to wait until December 15th?

Do I have to wait until December 15th to do a Roth Conversion? In this episode of Ask the Hammer, Jeffrey Levine, aka The Hammer, answers the question: If my RMD is being done via equal monthly distributions on the 15th of the month, do I have to wait until after December 15th to do a Roth conversion?

College Guide to Opening a Roth IRA

College Guide to Opening a Roth IRA

Nineteen year old Mer Brown shares her experience opening a Roth IRA.

Can You Convert a Traditional IRA to a Roth IRA With No Earned Income?

Can You Convert a Traditional IRA to a Roth IRA With No Earned Income?

Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains whether you can convert a traditional IRA to a Roth IRA without having earned income.

Can You Convert Your RMD into A Roth IRA?

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.

Annuities

Putting Retirement Funds Into an Annuity

Putting Retirement Funds Into an Annuity

Are annuities right for you? Dana Anspach discusses.

How To Tell If an Annuity Is Right for You

How To Tell If an Annuity Is Right for You

Insurance Products - Such As Life Insurance & Annuities - Can Provide Tax-advantaged Investment Returns

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.

Single Premium Immediate Annuities and Life Insurance in Your Financial Plan

Single Premium Immediate Annuities and Life Insurance in Your Financial Plan

Life insurance & annuities can be useful tools in retirement planning. Kent Schmidgall, CFP with Buckingham Strategic Wealth discusses when to Use Single Premium Immediate Annuities and Life Insurance in a Financial Plan.