Retirement Preparedness of Generation X With the transition of Baby Boomers into retirement, the spotlight now turns to Generation X (Gen Xers) as they approach their golden years. For approximately 20% of the US populace and currently in their 40s and 50s, Gen Xers confront a sobering reality: many haven’t saved nearly enough for retirement. […]
The topic of inheritance and taxes—always a fun one to navigate, isn’t it? Like many things in life, there are obstacles, and you will need to make choices. Inheriting an annuity can certainly bring up a mix of emotions, and the last thing anyone wants is for the IRS to crash the party. When you […]
A 1035 Exchange is the exchange of one insurance policy for a newer policy with no tax consequences. It offers an investor the opportunity to exchange an old, outdated insurance contract for a newer contract that offers beneficial features the investor now wishes to include. For example, a policy owner might choose a contract with lower costs, a higher death benefit, the drawing of monthly installments or different investment options.
You have a legal right to review your annuity risk-free. An annuity is an investment that guarantees a stream of income for a specified period or the rest of your life. Annuities may be a great way to supplement retirement income, but they come with risks like any investment. That’s why it’s important to carefully […]
A 401(k) loan can be a tempting option when you need quick cash. But it’s essential to understand the potential consequences of taking out this loan before making a decision. In this blog post, we will cover what exactly a 401(k) loan is, discuss alternative borrowing options, and provide some final thoughts on taking out […]
Be A Surgeon, Cut The Tax Tumors Out Of Your Retirement Accounts. In 1999, at the age of 27, I woke up in a hospital emergency room. The doctor explained that I had arrived at the ER several hours earlier because I had had a seizure. The MRI revealed a large tumor and referred to […]
No one knows how to time the stock market, no one! By Brad Pistole – Certified Financial Fiduciary® I’ve been the host of Safe Money Radio for more than a decade. If you’ve ever listened to one of my shows, you will hear me say one thing regularly when it comes to your retirement plan […]
By Brad Pistole – Commentary When it comes to your retirement plan and trying to “time the markets,” good luck because no one knows when the market will go up, and no one knows when the market will go down. Jim Cramer does not know. Dave Ramsey does not know. Suze Orman does not know. […]
Have you ever been Whammied? It is not fun especially when it is tripled! For a decade my radio show has aired on multiple stations weekly. My shows air in Arkansas, Missouri, and Kansas, but people from all over the country listen to me. I get calls from people who are in town on […]
If you are considering converting your IRA to a Roth IRA make sure you know the details I’ve been blessed to talk about Retirement Planning on my weekly radio show for almost a decade. My show airs four times per week on multiple stations. One of the most common questions I am repeatedly asked is, […]
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