Money News

Jerry Yu- Why “decumulation” is like investing, only harder.

By Jerry Yu If you’re like most people, you probably haven’t thought much about the how much you'll need to withdraw to make your retirement savings last longer. Or, some of you might say, “4%” because your financial advisor told you about the so-called “4% Rule.” The “4% Rule” says that if you retire at 65, you should [...]

By |2023-08-18T01:16:06+00:00June 15th, 2023|Money News, Protect your wealth, Retirement|

Jerry Yu: Should you roll your 401k over into an IRA?

by Jerry Yu Reign Financial 401ks have numerous benefits and are critical to many people's retirement plans. However, 401ks have a few shortcomings that may make them problematic for some seniors. These plans may also pose issues for people who've changed jobs but decided to leave their 401k with that employer. If you fall into [...]

By |2024-06-10T18:01:32+00:00June 15th, 2023|Leave a Legacy, Money News, Protect your wealth, Retirement|

How can federal employees access the MRA+10 Option?

"If you are a federal employee covered by FERS who needs or wants to retire earlier than planned, MRA 10+ may be an option. MRA + 10 allows Feds who have met minimum age requirements and have at least ten years of service to retire sooner than expected." Brian Swerdlow by Brian Swerdlow   Federal [...]

Should seniors consider retiring overseas?

“The concept of what it means to retire continues to evolve, with more American seniors choosing to spend their golden years overseas. And, as our economy sputters, this trend is likely to continue”  Daniel Stewart By Daniel Stewart As I write this, we are on the leading edge of an economic storm threatening to derail [...]

By |2023-08-24T20:12:04+00:00June 13th, 2023|Lifestyle, Money News, Retirement|

12 Ways To Cut The Chains Of Financial Serfdom

Authored By Charles Hugh Smith, Of Two Minds Ours is a neofeudal economy of financial serfs in servitude to a Financial Aristocracy. The Financial Nobility / Aristocracy own all the debt and the serfs owe the debt to the Aristocracy. The serfs own assets that don't generate much income, the Aristocracy owns assets that generate trillions of dollars [...]

By |2023-08-30T17:16:25+00:00June 10th, 2023|Lifestyle, Money News|

Jerry Yu: How fast can your money double?

Irvine, California top retirement advisor Jerry Yu explains that your cash savings can double surprisingly quickly... https://www.youtube.com/watch?v=-9iXFg1xMLI&t=2s #jerryyu, #jerry-yu, #jerryyucalifornia, #annuities, #ruleof72

Jerry Yu: In a crazy world, is there any way to FORTIFY your financial kingdom?

Great short podcast episode from the Family Money Doctor, Jerry Yu.  You can get a free hard copy of Jerry's latest book, Fortify Your Financial Kingdom by going to www.jerryyucalifornia.com.   https://www.youtube.com/watch?v=hxGR9_KgEbY

By |2023-06-15T20:29:27+00:00June 3rd, 2023|Money News, Retirement, Watch and Listen|

What you must know about health savings accounts before you retire.

"Many Americans are opting to work past age 65. What will that mean for their health savings accounts?"- Jerry Yu By Jerry Yu Turning 65 is a significant event for most Americans. For many, age 65 marks the beginning of retirement or transitioning out of self-employment. There are also numerous changes to their health insurance [...]

By |2023-10-14T01:53:23+00:00June 1st, 2023|Money News, Retirement, Taxes|

Ready to rise above the volatility? You might consider alternative investments.

"The current economy is anything but stable, causing many investors to look for"alternative investments" such as metals, real estate, or private equity investments."   by John Berlet The challenges of a post-pandemic economy are myriad. Inflation, increasing taxes, stock market volatility, and social unrest are just a few issues we're encountering in 2023. The constant [...]

By |2023-05-29T17:20:05+00:00May 29th, 2023|Investing, Money News, Real Estate, Retirement|

Will YOUR Social Security benefits be taxed?

by Paul Hubbard III An increasing number of Americans are experiencing what they feel is "double taxation when it comes to their Social Security benefits. Some advocates are calling for an adjustment to current thresholds." As initially envisioned, Social Security was a safety net that its creators believed should be tax-free. After all, they reasoned [...]

By |2023-05-12T01:53:05+00:00May 12th, 2023|Money News, Protect your wealth, Retirement, Taxes|
Go to Top