** AUDIO MALFUNCTION — SKIP TO 6:26 ** Today, we are happy to have guest Danielle Roberts join us. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in the Medicare insurance industry, having personally helped thousand …
On this episode we talk all things relationships: marriage, divorce, custody etc. Peter Cedeno deals with a lot of divorcing couples where the main concerns are the assets and the children. All of these issues are highly sensitive to those involved and the approach to these situations must …
Today, Debbie gets into retirement and IRA planning. When you’re 70 1/2 you will need to know about: RMD’s QCD’s Step Up in Basis Gifting SECURE Act And much more!
Today we get into all things IRA: What is an IRA? What are the types? How does it affect people in different tax brackets? What are RMDs? Are there additional taxes I need to worry about? What is so good about the Stretch IRA? And much more!
Many people start planning for retirement too late. Planning for retirement no matter how young is important an nothing but beneficial. You need a plan that takes into account future taxes and distributions. Your distribution amounts will vary depending on the type of retirement account you …
For most people the tax change did not have much effect. Now with a limited standard deduction, clumping together your expenses for each year will help you reach your standard deduction from charitable contributions to medical expenses.
