Retirement Planning

Gold, Phelps, and Your Portfolio

There’s a really big change coming that may be big enough to pour huge amounts of money into real estate investments.

5 Ways To Spot IRS Impostors

Ray Lucia Jr. presents five ways to recognize a scammer posing as the government

3 Unique Challenges Women Face In Retirement

Ray Lucia Jr. discusses three unique challenges women face in retirement.

Medicare and Social Security Strategies

Medicare and Social Security are tied together. There are strategies involved in Social Security planning, especially concerning your Medicare premiums.

RMDs with Non-Spousal Beneficiaries

You may know about required minimum distribution rules for yourself, but what happens if you die? Usually the RMD rolls over to a spouse. But what if your spouse is not the beneficiary?

RMDs With Spouse as Beneficiary

You may know about required minimum distribution rules for yourself, but what happens if you die? Usually the RMD rolls over to a spouse. But the rules do change a bit. WealthEd.com is your first stop on the path to retirement. Watch live shows, view …

RMD Basics

What factors must be taken into account when calculating your required minimum distribution?

3 Things to Know about Divorce ​in Retirement

This week, Ray Lucia Jr. discusses why later-in-life divorces can potentially be extra complicated and costly.

3 Unexpected Tax Hits in Retirement

This week, Ray Lucia Jr. covers three unexpected tax hits you may run into during retirement.