Bonds and Interest Rate Risk
There may be a place for bonds in a retirement portfolio. However, there are risks associated with even the highest quality bonds. This brief video highlights one that is often …
Month: April 2022
The Social Security Tax Pyramid
One key to being tax-wise in retirement is in understanding that the tax code treats different financial instruments differently. This is especially true when it comes to your Social Security …
The Perils of Reverse Dollar Cost Averaging
If you have your retirement funds invested in the stock market there are many things you need to understand and pay attention to. The concept of reverse dollar cost averaging …
Your Retirement – After Fees and Taxes
Many people don’t fully consider the impact of taxes and fees on their future retirement income. In a little over four minutes this video will show you why it is …
Market Losses – Is There Time to Recover?
Stock market volatility is always scary. But for those who are retired or close to retirement it can be a disaster. In about four minutes this video will show you …
Taxes: Trading IRA Dollars for More Social Security
Learn about how it’s possible to trade IRA dollars for more Social Security dollars and the potential tax benefits.
Annuities: Income for Life
In this video you will learn more about using annuities to provide life-long retirement income.
Annuities: Creating Your Personal Pension
Learn how to use annuities to generate life-long income to pay for your essential living expenses in retirement.
Risk, Reward and Time
Understanding the relationship that exists between investment risk, reward and time can have a big impact on your security in retirement.
Roth IRA Conversion: Best way to pay the tax
There may be no better time than now to convert your IRA, 401k or other tax-deferred retirement plan to a tax-free Roth IRA. But, you have to use the right …