A relatively new tool for 401(k) plans is the Roth option. With a Roth, you don’t get a tax deduction when the money is put into the plan, but its principal and interest grows tax-free until the money is distributed. Who is taking advantage of this unique plan? The results may surprise you.
SEASON , EPISODE
What do you think your biggest expense in retirement will be? Housing, food or maybe Healthcare? Your biggest expense will likely be your taxes. Financial expert Joe Anderson breaks down ways you can navigate around paying more taxes during your golden years. Want more information?...
02
OCT
2017
2017
SEASON , EPISODE
The enrollment dates and rules and regulations that go along with Medicare can leave your head spinning. Financial expert Joe Anderson sits down with Pure Financial’s Educator Jason Thomas, CFP® to understand how many people make the accidental mistake of disenrolling from MAPD or PDP....
29
AUG
2017
2017
SEASON , EPISODE
Knowing the A, B, C, and D’s of Medicare can save retirees a significant amount of money and heartache. Financial experts Joe Anderson and Alan Clopine break down what you need to know when enrolling for Medicare and empower you with information to make the...
29
AUG
2017
2017
SEASON , EPISODE
Few people know the ins-and-outs of Medicare. What you don’t know can lead to costly mistakes. Pure Financial Educator, Jason Thomas, CFP® discusses some of the most common mistakes. Unaware of the rule and penalties some people wait to enroll in Part B or D...
28
AUG
2017
2017
