The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. There are many variables to consider when taking RMDs, so we’ve created this video to help you better understand tax …
Knowing when and how to apply for Social Security can greatly impact your retirement years. Watch this video to learn how to maximize your benefits and get the most of which you are entitled, and strategies to minimize your tax burden from Social Security.
Finding the right financial advisor can be challenging. However, knowing the right questions to ask can help you identify an advisor’s investment philosophy—which is essential for your long-term financial health. This video offers tips to help you select the right financial advisor.
Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with the wrong advisor. Watch this video to find out if the advisor you are working with has the specialized knowledge required to help you enjoy steady streams of income you can count on well into …
When it comes to planning and saving for retirement, people often underestimate the amount of income they will need during retirement. This can lead to placing too much money in the bank. This video was created to help you understand the negative effects of having too much money in the bank and how it can …
Most of us would agree that history oftentimes repeats itself. That is especially true with the stock market. This video illustrates cyclical patterns in the stock market over the past 100 years and offers steps you can take today to help protect your retirement savings.
Bond mutual funds carry risks, costs, and tax implications that can be significantly reduced by investing in a portfolio of individual bonds, and bond-like instruments. This video reveals the dangers that lurk in bond mutual funds—and explains how an actively managed portfolio of individual bonds can help you avoid those dangers.
Annuities come in a variety of forms. It is important that annuity buyers understand the details around them. This video illustrates some of the things you need to consider before deciding if a variable annuity is right for you.
Sure, bonds are an important part of investing for income, but there’s also a way for those with the ability to endure some level of stock market risk to enjoy the benefits of steady income through high-dividend paying stocks. Watch this video to find out if investing for income in the stock market makes sense …
As hard-working Americans transition into full retirement, many don’t realize they’re crossing the threshold into a new way of living where they could be vulnerable to risks unique to retirees. After spending decades working toward a goal, too many retirees have had their plans derailed by 7 easy-to-avoid risks. This video explains what you can …
