3 Costly Retirement Tax Traps (And Ways to Avoid Them)
Today, Scott Sierens, CFP®, uncovers three major retirement tax traps that could push you into a higher tax bracket, increase your Medicare premiums, and reduce your Social Security benefits.
Tag: medicare
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3 Roth Conversion Factors You Need to Know
While the tax piece of Roth conversions is extremely important, we’ve found is that there are three factors people need to consider before making any final decisions.
Retirement Half-Truths!
We hear a lot of half-truths in the financial world. This isn’t necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Listen in as Scott shares a few examples that show that, while common financial advice can be helpful, it’s important to dig deeper and understand the full scope of your retirement needs during the planning process.
How to Reduce or Eliminate Medicare IRMAA Premium Surcharges
Do you want to find out how to reduce or eliminate Medicare IRMAA premium surcharges? Today we’ll explain how IRMAA works and talk about five ways to help you get rid of these surcharges.
Important Ages on the Retirement Journey
Many say that age is just a number, but when it comes to retirement planning, age means much more than that. Join us in this insightful episode as we delve into the world of financial milestones that can significantly impact your retirement planning. From age 50 to 75, we uncover the strategies, opportunities, and pitfalls tied to these pivotal years.
3 Important Gaps to Fill to be Ready for Retirement!
Before you retire, there are three important gaps that you need to have filled to help you enjoy retirement and live with confidence.
Retirement Planning Assumptions to Avoid
In This Video: We often hear people make assumptions about retirement that they end up building a plan around but making a mistake with healthcare,
Ep 79: Medicare – Why You Should Review Your Plan Annually & Options to Consider
Subscribe With Your Favorite App Show Notes If you’re on Medicare or will be switching over to it soon, this episode will be extremely valuable
Ep 58: Mailbag – Gifts to Kids, Long-Term Care, Retirement Age
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about retiring prior to the age of qualifying for Medicare, gifting to your kids and grandkids, having multiple IRAs and long-term care.
Ep 52: The Most Important Birthdays for Retirement Planning
You might not pay as close attention to your birthdays as you get older, but there are some ages that you need to be paying attention to. On this episode, we’re sharing the most important birthdays in retirement planning. We’ll take you through some of the key ages, why they are important and what you should be thinking about as you approach retirement.