Required Minimum Distributions

http://www.youtube.com/embed/7ACzE1_DRxs What are Required Minimum Distributions (RMDs)? Required Minimum distributions, often referred to as RMDs, are amounts the IRS requires you to withdraw annually from your Traditional IRA or employer…

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End of Life Decisions- Advance Directives

http://www.youtube.com/embed/MWZ7XWqyTTg End of Life Decisions- Advance Directives No matter how much control we exert over our day-to-day lives, there may come a time in each of our futures when we…

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Options when Inheriting an IRA

http://www.youtube.com/embed/cEiS_7xiCF4 Some assets, such as cash, are simple to pass on to heirs. Other assets, such as IRAs, have certain rules and conditions that change depending on the distribution method…

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Social Security Maximization for Married Couples

http://www.youtube.com/embed/WBt6WVasEKM You may have heard rumors that there were major changes made to Social Security when Congress passed the Bipartisan Budget Act of 2015. While it is true that big…

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How to Save for Retirement while Self-Employed

http://www.youtube.com/embed/rH6KCp67tgc Neglecting your retirement savings as you start your own business is simply not an option. Instead, you must find ways to continue saving for retirement even as you struggle…

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Retirement Income Strategies for Early Retirees

http://www.youtube.com/embed/uNq0IqR06y0 Not everyone wants to wait until they qualify for Social Security in order to retire. But if you start taking early distributions from various qualified plans, you could be…

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Five Threats to Making Your Retirement Savings Last

http://www.youtube.com/embed/VIe-uez9aE4 No matter how much you save during pre-retirement and how careful you are with post-retirement spending, the world around you presents many threats to your retirement savings. The good…

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Should You Retire to a Different State?

http://www.youtube.com/embed/lUDL4P-3KbE Many retirees consider relocating to another state upon retirement. Whether it is to be closer to children or grandchildren, to move to a different climate, or simply for a…

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Beneficiary mistake #6: Gifting away tax benefits

http://www.youtube.com/embed/MsHqG92jAvI" width="560" height="315" frameborder="0" allowfullscreen="allowfullscreen"> Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life…

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Beneficiary mistake #4: Backup Beneficiaries

http://www.youtube.com/embed/yXImEW70uWg Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…

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