Have you been telling yourself you’ll “just work one more year” to make retirement feel safer? In this episode, Jacob Duke explains that the tradeoff isn’t just financial.Jacob walks through five…
How much cash should you have set aside as you enter the early years of retirement so you can weather market downturns without constant worry? In this episode of Retirement Answers, Jacob Duke…
Have you been contributing to a Roth 401(k) for years and assumed that time counts toward the Roth IRA five-year rule when you roll it over?👉 Book a call with me:…
In this episode of Retirement Answers, I discuss:How to pay the taxes on Roth conversionsHow 401k distributions are taxedWhy you can't offset dividends with capital lossesI hope you enjoy the show!
In this episode, I answer 3 questions I recently received:Who will inherit my IRA when I die?Can I contribute to my Roth IRA and Roth 401k at the same time?Will I continue receiving my spouses Social…
After the lackluster performance in bonds in 2022, many are wondering if they should be investing in bonds at all... In this episode of Retirement Answers, I share how bonds work and why the value of…
Well, they have changed RMDs yet again... In this episode of Retirement Answers, I share how the new RMD rules are going to work and perhaps how it could hurt you later on if you don't plan…
Our immediate reaction as we get closer to retirement is to invest more conservatively. But why? The short answer is that our human nature fears potential loss than enjoys potential gain. What if you…
In this episode of Retirement Answers, I share 3 things that you should do before you retire. 1. Build Cash 2. Calculate Monthly Spending 3. Write Out Your Goals/Dreams I hope this helps you plan a…
In this episode I discuss the 3 questions my clients are asking about right now. - What should I know about the SECURE Act 2.0? - Should I be making changes to my investments? - Should I retire in…
