By Brian Swerdlow Individual Retirement Accounts (IRAs) have long been a favorite tool of financial planners. Unfortunately, though, IRAs usually require that an individual earns income before they can contribute. However, there's an exception to the requirement often overlooked by pre-retirees, called a spousal IRA. If you are married and building a retirement plan, you [...]
By Jerry Yu "The Family Money Doctor" Working people in the United States face a significant and growing retirement savings gap. By some estimates, over 57 million US-based workers cannot access an employer-based retirement plan. Several states have implemented what are known as Automatic Individual Retirement Account (AUTO-IRA) programs to resolve this issue. The goal [...]
By Brian Swerdlow As you enter your retirement years, enjoying travel, dinner dates with friends, and spending more time with family, you may think your chances of being audited by the IRS are low. After all, why would the IRS scrutinize tax returns filed when you no longer have a job? Generally speaking, that's a [...]
Ready to live a long, long life? by Daniel Stewart Retirement is, love it or hate it, a financial milestone that all of us want to reach. It's a time when we can theoretically relax, enjoy what we built through hard work and sacrifice, and pursue the activities we love instead of the [...]
In this episode, Bryan Anderson demystifies annuity indexes. If you are thinking about purchasing a fixed index annuity, then you need to understand what these indexes are and how they will impact your choices. https://annuitystraighttalk.com/crazy-annuity-indexes/#watch-the-podcast-episode-crazy-annuity-indexes
Authored By Medical News Today Contributed by Sean Sparkman Adult education is linked to a reduced risk of dementia in a new study. The study finds that people who took adult education classes were 19% less likely to develop dementia later on. Experts advise that the most important overall action is maintaining a healthy lifestyle [...]
USA residents: For a limited time only, get a no-cost hard copy of Jerry's bestselling book, "Fortify Your Financial Kingdom." Go to the link below to find out more: https://jerryyu.retirevo.com/content/... Episode 4 of the Fortify Your Financial Kingdom podcast. In this 9 minute episode, Jerry Yu, "The Family Money Doctor©️" takes a look [...]
In this episode, The Family Money Doctor Jerry Yu unwraps different ways to ensure your financial blueprint stays on course, no matter what else is going on in the world. For a limited time only USA residents can get a free HARD COPY of Jerry's book, "Fortify Your Financial Kingdom." Click on the link below [...]
https://www.youtube.com/watch?v=lUKuddQVfwM Hear the truth about the #economy, #realestatem #banking, #recession. Economic Ninja channel. https://www.youtube.com/@EconomicNinja #economic-ninja, #economy, #economyninja, #ninja, Economicninja, #realestateninja,
Annuities have changed over the years. Annuity Straight Talk's Bryan Anderson explains why annuities may be a better choice than ever. https://www.youtube.com/watch?v=I3LALBOBfb0&t=5s #annuities, #annuitystraighttalk, #bryananderson, #bryan-anderson-annuities
By Teresa Kuhn, JD, RFC Living Wealthy Financial There are NO mulligans in retirement planning During my years working in finance, law, and insurance, nearly every piece of money advice (good and bad) has drifted across my desk. Everyone has an opinion about how to save money, retire comfortably, and achieve the somewhat elusive goal [...]
Authored By Roger Wohlmer, Think Advisor Contributed by Jerry Yu, Reign Financial 10 Reasons to Claim Social Security Before 70 One of the key retirement planning decisions your clients face is when to claim their Social Security benefits. Waiting until age 70 will result in the highest possible benefit, but this is not always the best [...]
