The IRA Early Withdrawal Penalty: How to Avoid the 10% Penalty
Dean Barber and Bud Kasper review Ed Slott's list of 20 exceptions to the IRA early withdrawal penalty on America's Wealth Management Show.
Dean Barber and Bud Kasper review Ed Slott's list of 20 exceptions to the IRA early withdrawal penalty on America's Wealth Management Show.
The Retirement Planning Calendar is here to help you through 2023 as you venture to and through retirement. This calendar will be updated regularly to include new dates, links, and more.
The current tax rates of the Tax Cuts and Jobs Act will be sunsetting in 2026, meaning tax rates will be going back up to the rates from 2017. Here are a few things to keep in mind for how to put yourself in the best possible tax situation now, 2026, and beyond.
This checklist was created to give you a timeline of items that should be done prior to and during retirement.
Here’s a list of a few tax strategies to consider that could improve your overall tax structure during your retirement years and for your beneficiaries inheriting your estate.
History has shown that mixing those three types of investments in your portfolio can increase your risk-adjusted returns.
Today we’ll be looking at what is arguably the most discussed part of your investment portfolio, US stocks. If you missed the last two installments of our Investing for Retirement series be sure to check them out. They were on bonds and international stocks. Turn on CNBC (no financial planner has never said this phrase before, probably), and you’ll be updated every minute of the day as to how this asset class is performing in bright, bold numbers. If you get online, watch TV, or listen to the radio throughout the day...
Often, when discussing portfolio allocations with clients, we will get asked a question or two that goes something like this, "The Federal Reserve is raising interest rates. Why would I want to own bonds?" or "Yields on bonds are pretty low, shouldn't I just own dividend-paying stocks instead?" or "Bonds aren't making any money, look how much they lagged behind stocks. Tell me again; why do I want to own those?"
Episode 88 | Dean Barber | Managing Director
Dean Barber shares how his late grandfather and our loyal Modern Wealth Management clients give him several reasons to celebrate Older Americans Month.
Episode 89 | Logan DeGraeve | Executive Advisor
Logan DeGraeve joins Dean Barber on The Guided Retirement Show to review the components of a complete financial plan. These discuss several critical things to think about before and during retirement.