Managing Your Financial Future
Can You Really Pay Less in Taxes on Your Social Security Benefits?- Episode 161
For most people, taxes are just a fact of life. Even your Social Security benefits – for which you had to pay taxes to be eligible to receive – are subject to taxation under certain circumstances. And this tax bite can hit you unexpectedly and put a sizable dent in your benefit income. Is… View Article
How to Know If Your 401k Is Properly Structured – Episode 152
The 401k is designed to be a “set it and forget it” type of retirement plan: Set your allocation based on your age and risk tolerance, then contribute money each pay period, and let compounding do its job from there. And that’s a good thing. But part of the potential success of your 401k plan… View Article
What Are The Best (and Worst) Assets to Inherit?- Episode 151
If you’ve been a diligent saver, chances are good that you have a variety of assets in your name: cash, CDs, bonds, stocks, funds, retirement accounts, insurance products, a home, etc. At some point, though, you’ll no longer be around and those assets will wind up going to your designated heirs. And while everyone likes… View Article