Hear from founder and president, Tim Doehrmann.
Parts of the SECURE Act 2.0 go into effect January 1, 2023. There is a lot to unpack, but Tim hits on the highlights and how it will affect your retirement.
On Retire Your Way Radio, I talked about annuities and how to decide whether or not to include them in your retirement portfolio.
A break-even analysis is useful for comparing investments, but Social Security is not an investment. Social Security is more like an insurance policy.
On Retire Your Way Radio, Tim shares a list of 7-figure retirement dos and don’ts. List lovers will appreciate these 8 financial tips for a successful retirement.
Moving to a state with no income tax in retirement sounds great, but what about property taxes, sales taxes, and insurance rates? Move for lifestyle, not taxes!
The jump to retirement is a big change after working full time for many years or decades. But what if you could start with a part-time retirement? Here's how!
2021 has been called the Great Resignation as Americans chose to leave their jobs in record numbers. But is the Great Resignation sustainable for retirees?
Raise your standard of living for half the cost by living abroad? On Retire Your Way Radio, I share some benefits and tips for living abroad in retirement.
Are you considering Social Security? On Retire Your Way Radio, I give you the facts beyond the headlines about Social Security being depleted sooner than expected.
Do you feel a rush to retire? On the Retire Your Way Radio podcast, I review an article about more Americans considering retirement now due to the pandemic.
On Retire Your Way Radio, I share how to decide if you can self fund for long-term care and the two types of long-term care insurance with pros and cons.
In this episode of Retire Your Way Radio, I talk about 4 financial mistakes made in 2020 and 3 general financial mistakes that are not specific to 2020.
In this episode of Retire Your Way Radio, I describe how our dynamic distribution strategy with guardrails works for providing on-going retirement income and how we determine how much money you can safely withdraw from your investments in retirement.
This week on Retire Your Way Radio, I talk about 4 strategies to consider in your Social Security planning process plus what you can do if you are not happy with the Social Security decision you have already made.
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.
A Roth IRA is a great tax planning tool to include in your retirement plan. Roth IRAs can be used to save for retirement, save for college (bet you didn’t know that one!), and convert traditional IRA assets. In this article, I talk about the difference between traditional IRAs and Roth IRAs and explain the Roth IRA contribution limits and Roth IRA distribution rules.
There is a lot of confusion about President-elect Joe Biden’s tax proposals. And with the state of the economy and a nearly split Senate, it’s hard to say what tax changes could actually be passed in 2021. Today, I’m going to highlight some of Biden’s tax proposals and what they could mean for your retirement.
Since we specialize in working with clients close to or in retirement, Medicare is often a topic of conversation and always a part of our planning process. Today, I am going to touch on some of the basics of Medicare.
Today we’re going to test your knowledge about Social Security. Social Security is one of those things that most of us don’t think much about until we get close to retirement. Of course, that's only natural! However, I’m in business to help you put all the pieces together before and when you get to this phase.
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.