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FINANCIAL LITERACY

Hear from founder and president, Tim Doehrmann.

The Gilded Pandemic - Episode 28 Thumbnail

The Gilded Pandemic - Episode 28

In this episode of Retire Your Way Radio, I talk about two true and seemingly opposite stories of how American consumers as a whole are in the best financial shape they have ever been in while so many consumers are in the worst financial shape they have ever been in. Then I compare the present time to The Gilded Age in American history.

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Reducing Taxes Using Roth IRA Conversions Thumbnail

Reducing Taxes Using Roth IRA Conversions

This episode of Retire Your Way Radio covers how to use Roth IRAs for tax planning. This includes how to reduce your lifetime tax liability by using Roth IRA conversions, how to get more money into a Roth IRA using the “backdoor Roth” method, and how you can use a Roth IRA for college savings.

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What IRA Owners Need to Know About Beneficiaries - Episode 23 Thumbnail

What IRA Owners Need to Know About Beneficiaries - Episode 23

There are several nuances when it comes to inheriting the assets of an IRA. This depends on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax or after-tax money, and whether the account owner was required to take minimum distributions. I will touch on some of those nuances here as a guide of things to think about when it comes to planning your legacy. However, please consider talking to an estate attorney about your specific situation.

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