Using Reverse Mortgages To Secure Retirement with Dr. Wade Pfau – 117

Dr. Wade Pfau reveals new research on the reverse mortgage as an insurance policy and investing tool and discusses the 4% rule for withdrawing retirement income from your portfolio. Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401(k) into an IRA, long-term care tax strategies, the latest on the Department … Read more

Guest:  Wade Pfau Wade pfau

Podcast #117 :

The Investing Lie Wall Street Needs You To Believe – 114

Show Notes

  • Index funds and The Oakland A’s (:51)
  • Larry Swedroe: Why Past Performance Isn’t Guaranteed (9:21)
  • Larry Swedroe: The Complete Lie Wall Street Needs You To Believe (19:27)
  • Trump’s Tax Plan and Interstate Taxation (28:32)
  • Five Things Parents Need To Teach Kids About Money from Jack Kosakowski, President, and CEO of Junior Achievement (38:00)
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Guest:  Larry Swedroe Larry Swedroe

Guest:  Jack E Kosakowski Jack Kosakowski Photo

Podcast #114 :
Alan Clopine

Roth Option in 401(k)

Should you consider the Roth provision in your 401(k)? “Big Al” Clopine, CPA suggests you look at your tax bracket to figure out if you should utilize a Roth 401(k). With this provision, there is no tax deduction right now, but in the future all income, principal and growth is 100% tax-free. If your taxable income is high ($200,000-$250,000), it … Read more

Alan ClopineAlan Clopine