Social Security
Why the SECURE Act Is So Important to You with Janean Stripe – Season 2: Episode 5
Between the CARES Act and the SECURE Act, both of which have been enacted, 2020 has turned out (so far) to be a year of change and uncertainty. The SECURE Act was passed in December of 2019, aiming to make retirement saving easier for individuals, increasing access to tax-advantaged accounts, and preventing older Americans from… View Article
From Bull Market to Bear Market in a Flash – Season 2: Episode 2
So maybe you looked at your 401(k) balance as recently as mid-February, and then decided you’d finally enough saved up to retire. You put your notice in at work, everyone wished you well, and then… And then. From bull market to bear market in a flash, without warning. What have you done? Can you really… View Article
Making Your Social Security Decisions Easier – Season 1: Episode 12
Many people who aren’t old enough to receive their benefits yet don’t give much thought to Social Security. They figure it will be there for them in some form or another when they retire, but as to when they should begin taking it, well, that’s not something they keep on their mental front-burner. It’s often… View Article
IRA Withdrawals: Take Them Now or Later? – Season 1: Episode 11
When it comes to finance, conflicting advice is everywhere. This is especially true when people have questions about when they should start taking money from their traditional IRAs: Should I start early, or wait until I’m required to take the money out? Is my withdrawal going to be taxed? Does an IRA withdrawal affect my… View Article
A Tax Strategy You Never Knew Existed- Season 1: Episode 8
A few episodes back, we talked about the benefits of charitable giving for both the recipient of the gift and the giver. The one who receives the gift gets the benefit of the gift itself. The one who gives the gift may be entitled to (among other things) a tax benefit for their generosity. Some… View Article
The Myth of the “Retirement Savings Crisis” – Season 1: Episode 3
You may have heard or read that Americans aren’t saving enough for their retirement years. If so, there’s a good chance that the phrase “retirement crisis” was part of the story. It’s easy to scare people into reading an article online, but while everyone could probably stand to save more then they are, is there… View Article