Year-End Financial Review
Year-End Financial Review It’s the end of November, and I hope you had a great Thanksgiving! Now the time is ripe for your Year-End Financial Review. Many people look at their [...]
New Tax Proposals and Roth Conversions
What The New Tax Proposals Mean For Roth Conversions By Sarah Brenner, JD Director of Retirement Education Follow Us on Twitter: @theslottreport It’s hard to keep up with the news out of [...]
Important Paperwork Checklist
Important Paperwork Checklist Certain documents ensure your ability to assist your loved ones in a medical or financial emergency. They can also ease the distribution of your estate. You should create [...]
Ep 38: Income Planning Essentials You Need to Know
Before you head off into retirement, make sure you’re well versed in these retirement income planning essentials. We’ll explain what they are and why you need to know about them.
Health and Wealth Are Connected
Health and Wealth Are Connected You should make caring for your health part of your focus. After all, your health and wealth are connected. In fact, the American Journal of Public [...]
The 2021 Estate Tax Exemption
The 2021 Estate Tax Exemption Every year the federal government decides how much of your estate isn't subject to taxes when you die. This year, thanks to inflation, the 2021 estate [...]
Gifting Earlier May Make Sense
Gifting Earlier Might Make Sense Many families provide financial gifts to children and grandchildren when they die, but gifting earlier might make sense. Making financial gifts during your lifetime often significantly [...]
Ep 37: What You Need to Know About RMDs
We get a lot of questions about RMDs, or required minimum distributions. Some people don’t know anything about them, while others have misconceptions about how they work. Today, we’ll explain what you need to know.
Selling Your Business to Fund Retirement
Selling Your Business To Fund Retirement Selling your business to fund retirement shouldn't be your only retirement plan. Owning a business is the American dream come true. It brings well-deserved feelings [...]
Managing Debt Before Retirement
Managing Debt Before Retirement Managing debt before retirement is crucial. Carrying consumer debt in retirement can quickly reduce your monthly cash flow, or mean is you have to withdraw from retirement [...]
