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
DIY or do-it-yourself retirement planning can often lead to big mistakes that diminish your retirement savings. Financial professionals Joe Anderson and Matthew Horsley explore DIY market mistakes and how to avoid them. From proper asset allocation to timing the market, they’ll show you the pitfalls...
14
JUN
2019
2019
SEASON , EPISODE
Are you a do-it-yourselfer or a DIY retirement planner? Planning for your retirement is likely the most important planning you will ever undertake in your life. The high stakes choices don’t often allow for a second chance. So if you plan to do it yourself...
12
JUN
2019
2019
SEASON , EPISODE
Do you enjoy tinkering with your car or making home repairs by watching do-it-yourself shows? Then you may be a good candidate for DIY or do-it-yourself retirement planning. Everyone needs a financial plan for retirement but not everyone needs a professional financial planner. Financial professionals...
10
JUN
2019
2019
SEASON , EPISODE
One of the biggest fears most retirees have is running out of money. A virtual retirement TKO or knockout! Financial professionals Joe Anderson and Alan Clopine discuss ways to avoid the jabs of life and put a strong and dynamic retirement plan in place. Click...
07
JUN
2019
2019
