Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: You have done a great job saving for your life after work, but what happens when it is time to take money out of your accounts? Your Retirement Playbook” is an educational program designed...
Consider This Program with Joe Clark, CFP, and Jamie Burton. In this segment we will cover: Description: Do you know the rules inside your company plan? Can you do an in-service non-hardship distribution? Do you have a Roth option? Do you have the age 55 rule? Do you...
Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: When you go to retire, where and how is the income distributed. What is the strategy? What are the tax consequences? Why is taking money so different from saving money in your...
Turbulence is a potential part of any flight. The passengers and the pilots may not appreciate the plane's unmanaged movement, but everyone is aware that, though uncomforting, the aircraft and the passengers will likely survive. The same is true for a portfolio that...