Joe and Big Al are talking taxes, common IRA mistakes and important changes to keep on your radar when it comes to the current state of retirement. In this first hour, you will learn about proper beneficiary designations and the value in saving.
2:44 “If you take a look at the statistics, one of the fastest growing demographics in the US are people turning 100. That greatly impacts how long you have to make your money last”
3:22 “If you want to retire successfully, if you want to retire comfortably, you need to totally redefine your retirement game plan”
10:25 “Most people are not paying close enough attention to the beneficiary designations”
14:09 “You want to make sure it’s all individuals on the beneficiary of your trust”
15:02 “When it goes to an individual, that individual can set up a stretch IRA to take those payments over their lifetime”
25:33 “It’s really, really important that you utilize Social Security properly as well as you continue saving to your nest egg so you don’t start depleting it too early”
30:44 “When you are single, there’s a phase out when your adjusted gross income is above $116,000”
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