Trump Retirement Security Executive Order: Small Business Opportunities and Concerns

Jeffrey Levine (Forbes/Kitces.com/BluePrint Wealth Alliance) explains the retirement security opportunities and concerns presented by Donald Trump’s executive order on Multiple Employer Retirement Plans and required minimum distributions. Jeff also tells us how the IRS is throwing salt in the state and local tax deduction limit wound. Plus, will contributing to your retirement account lower your taxes and let you Read more

Guest:  Jeffrey Levine Jeffrey Levine

Podcast #187

How To Tailor Your Retirement Income Strategy – And Why You Need To

Retirement nest eggs have become bigger, but fixed income rates of return are low. How do you create a cash flow? What strategy will allow your investment portfolio to provide income throughout your retirement? Joe and Big Al explain what matters when tailoring your own personal retirement income strategy. Plus, determining in which type of accounts you should have your … Read more

Podcast #148

A Last Minute Feel-Good Way to Reduce Your 2017 Taxes


Elaine Martyn from Fidelity Charitable explains how donor-advised funds can help others and reduce your 2017 taxes. Retirement jitters, a retirement crisis, and 7 ways to teach your kids the value of saving for retirement to help them avoid both the jitters and the crisis. Plus, is there any way to undo rolling a 401(k) into a 403(b) annuity? And … Read more

Guest:  Elaine Martyn Elaine Martyn

Podcast #140

Your Money, Your Wealth Hr. 1

Joe and Al talk tax strategies in this hour, covering how to get the most out of your 401k and IRA, rollovers and the multiple benefits of Roth IRAs. Find out why you should take advantage of the backdoor Roth IRA now (hint: it could be going away!). The two also discuss the federal income tax and after-tax contributions in … Read more