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. FinStream – Financial Intelligence.
Medicaid Disenrollment: What happens if you've been disenrolled from Medicaid? Jae Oh discusses a new report from the Kaiser Family Foundation finding Medicaid disenrollment is rising.
Marcia Mantell of Mantell Retirement Consulting joins Lily Hamson to discuss the ins and outs of stopping contributions to an HSA before enrolling in Medicare.
HHS Updates 2024 Medicare Advantage Program and Part D Payment Policies: Jae Oh, author of Maximize Your Medicare, explores the trend of rising payments to Medicare Advantage plans, which are private health insurance plans that provide Medicare benefits to seniors. Oh discusses the factors driving the growth in Medicare Advantage enrollment, including the plans' lower out-of-pocket costs, extra benefits, and provider networks. It also examines the recent increase in payments to Medicare Advantage plans and the potential impact on seniors, taxpayers, and the overall healthcare system. Oh concludes by noting that while Medicare Advantage plans may offer advantages for some beneficiaries, it's important to carefully consider the costs and benefits before enrolling in one.
The start age for RMDs has changed, but IRMAA remains the same. Medicare: what you can and can't do in Q1 of 2023. The start age for RMDs has changed, but IRMAA remains the same. Jae Oh discusses the effect the secure act has on RMDs.
Switching from Medicare Advantage to original Medicare and Medigap: Is it possible to switch from Medicare Advantage to original Medicare with a Medigap plan. The answer depends on a few things. Jae Oh, author of Maximize Your Medicare, explains.
France's Retirement Age Increase Could Signal Future Changes for U.S. Retirement System: France's increase in retirement age from 62 to 64 could have implications for the United States, as both countries are facing an aging population and increased longevity. Social Security is the primary federal program for retirees in the US, but the trust fund is projected to run a deficit in about 10 years. There has been discussion about increasing the full retirement age for Social Security beyond 67, which may place pressure on retirement savings and add stress to the lives of lower-income earners. Segal's National Retirement Practice Leader and SVP, Jonathan Price, discusses the need for education and information about retirement planning and the role of stakeholders such as employers and the government in ensuring sustainable retirement programs for future generations.
If you're divorced, you might be eligible for spousal social security benefits. Alison Dorosky explains.
Social Security's Delayed Retirement Credits: Alyson Dorosky, head of Social Security Support at Lifeyield, discusses Social Security's delayed retirement credits.
What do widows need to know about claiming survivors benefits? Kurt Czarnowski a renowned social security expert, explains.
Dana Anspach from Sensible Money answers the question: When should you start taking social security?
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?
Dana Anspach answers a common retirement question and discusses the pros and cons of rolling a 401k into an IRA.
Jeffrey Levine of Buckingham Wealth Partners, aka “The Buckinghammer” explains what workers can do with their 401(k) when retiring or switching jobs.
Jeffrey Levine of Buckingham Wealth Partners explains whether owners of solo 401(k) accounts can delay taking required minimum distributions past age 72.
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.
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?
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?
Nineteen year old Mer Brown shares her experience opening a Roth IRA.
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.
Sarah Brenner, director of retirement education at Ed Slott and Co., explains whether you can convert your RMD into a Roth IRA.
Are annuities right for you? Dana Anspach discusses.
Michael Finke, a research fellow with the Alliance for Lifetime Income, describes how annuities can provide tax-advantage investment returns.
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.