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FINANCIAL LITERACY

Hear from founder and president, Tim Doehrmann.

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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Retirees Lose $111,000 Per Household by Claiming Social Security too Early - Episode 11 Thumbnail

Retirees Lose $111,000 Per Household by Claiming Social Security too Early - Episode 11

This week we dig into Social Security. Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process. I talk about why you shouldn't claim Social Security benefits just because you can, how important Social Security is for so many Americans and why the Social Security program isn't going anywhere anytime soon.

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