Subscribe to my YouTube Channel: My Friend Fran to be notified when my next video is released.
Individuals and couples who are ready to retire often worry if their income strategies will last. In this video, I share the key considerations for retiress and pre-retirees in generating lasting income during retirement. A wide range of topics are covered including regulatory changes in Secure Act 2.0, social security choices, portfolio allocation, installing distribution guardrails for volatile markets, and tax-smart strategies.
Find out how to position your student for the best financial aid package, college selection strategies, how to evaluate your student’s aid package and how to appeal financial aid offers. This seminar is suitable for parents of high school students 9th-12th grade.
Do you have company stock in your 401k? If you do, Net Unrealized Appreciation (NUA) is a little known tax strategy savvy investors use to reduce their lifetime income taxes, Medicare premiums as well as income taxes for their beneficiaries when they pass on.
