Posts by angelicacomahig
Roth IRAs – 5-Year Rule and Conversions
Roth IRAs are on the minds of many of our clients and listeners. If you’re concerned that taxes may be higher in the future, you may want to learn more…
Read MoreOctober 16, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreRequired Minimum Distributions – Monthly, Quarterly or Annually?
Required minimum distributions (RMDs) become a very important point of discussion before the end of the year, and there is a lot that you need to consider. You can take…
Read MoreOctober 9, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreSocial Security Taxation – How it Works
Social Security taxation is complex. You may need to pay taxes on your benefits, or you may not have to pay taxes. Ultimately, your combined income will determine if you…
Read MoreQCDs and Donor Advised Funds in Retirement Planning
Retirement planning has a lot of moving parts. You can be charitably inclined and save money on your taxes at the same time. On the Secure Your Retirement podcast, we’ve…
Read MoreOctober 2, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MoreSeptember 25, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
Read MorePractical Tips for a Successful RV Lifestyle
Have you always dreamed of a successful RV lifestyle in retirement? You’re not alone. Jenell Jones was our special guest on the Secure Your Retirement podcast this week, and she…
Read MoreSeptember 18, 2023 Weekly Update
We do love it when someone refers a family member or friend to us. Sometimes the question is, “How can we introduce them to you?” Well, there are multiple…
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